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Essential Partners’s Acuity Brands AYI Stock Holding History

Essential Partners’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 		$129K Hold
416
– – 0.06% 353
2026
Q2 		$157K Buy
416
+318
+324% +$94.3K 0.07% 301
2026
Q1 		$27.5K Sell
98
-128
-57% -$38.9K 0.01% 808
2025
Q4 		$81.4K Buy
226
+93
+70% +$33.6K 0.03% 497
2025
Q3 		$45.8K Buy
133
+119
+850% +$37.9K 0.02% 609
2025
Q2 		$4.18K Buy
+14
New +$3.62K ﹤0.01% 1106

Other funds holding AYI

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Essential Partners's AYI Position: Q3 2026 in Review

Essential Partners held its Acuity Brands (AYI) position steady in Q3 2026 at 416 shares worth $129K. The position accounts for 0.06% of the portfolio, ranked #353.

Essential Partners first reported a position in AYI in Q2 2025 and has held it in 6 quarters since. The position peaked at $157K in Q2 2026. 34 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Essential Partners held 416 shares of Acuity Brands worth $129K as of Q3 2026.
  • Essential Partners left its Acuity Brands share count unchanged in Q3 2026.
  • Acuity Brands made up 0.06% of Essential Partners's portfolio in Q3 2026, its #353 holding.
  • Essential Partners first reported a position in Acuity Brands in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Acuity Brands position peaked at $157K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.