EP Wealth Advisors
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EP Wealth Advisors’s Acuity Brands AYI Stock Holding History

EP Wealth Advisors’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$583K Buy
1,881
+260
+16% +$86.5K ﹤0.01% 902
2026
Q2 		$611K Buy
1,621
+506
+45% +$150K ﹤0.01% 948
2026
Q1 		$313K Sell
1,115
-718
-39% -$218K ﹤0.01% 1135
2025
Q4 		$660K Buy
+1,833
New +$663K ﹤0.01% 754
2025
Q2 		$270K Sell
905
-65
-7% -$16.8K ﹤0.01% 1083
2025
Q1 		$255K Buy
970
+15
+2% +$4.54K ﹤0.01% 1005
2024
Q4 		$279K Sell
955
-57
-6% -$17.8K ﹤0.01% 902
2024
Q3 		$279K Buy
+1,012
New +$251K ﹤0.01% 886

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

EP Wealth Advisors's AYI Position: Q3 2026 in Review

EP Wealth Advisors increased its Acuity Brands (AYI) stake by 16% in Q3 2026, buying an estimated $86.5K and bringing the position to 1,881 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

EP Wealth Advisors first reported a position in AYI in Q3 2024 and has held it in 8 quarters since. The position peaked at $660K in Q4 2025. 507 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • EP Wealth Advisors held 1,881 shares of Acuity Brands worth $583K as of Q3 2026.
  • EP Wealth Advisors bought 260 Acuity Brands shares in Q3 2026, an estimated $86.5K.
  • Acuity Brands made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #902 holding.
  • EP Wealth Advisors first reported a position in Acuity Brands in Q3 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Acuity Brands position peaked at $660K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.