EWA
AYI icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's AYI Position: Q1 2026 in Review

EP Wealth Advisors reduced its Acuity Brands (AYI) stake by 39% in Q1 2026, selling an estimated $218K and leaving 1,115 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

EP Wealth Advisors first reported a position in AYI in Q3 2024 and has held it in 6 quarters since. The position peaked at $660K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • EP Wealth Advisors held 1,115 shares of Acuity Brands worth $313K as of Q1 2026.
  • EP Wealth Advisors sold 718 Acuity Brands shares in Q1 2026, an estimated $218K.
  • Acuity Brands made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1135 holding.
  • EP Wealth Advisors first reported a position in Acuity Brands in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Acuity Brands position peaked at $660K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.