Evercore Wealth Management’s Acuity Brands AYI Stock Holding History

Evercore Wealth Management’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 Q2	$1.83M	Hold	4,862	–	–	0.03%	185
2026 Q1	$1.36M	Sell	4,862 -3	-0.1%	-$911	0.02%	192
2025 Q4	$1.75M	Hold	4,865	–	–	0.03%	170
2025 Q3	$1.68M	Hold	4,865	–	–	0.02%	174
2025 Q2	$1.45M	Sell	4,865 -497	-9%	-$129K	0.02%	184
2025 Q1	$1.41M	Hold	5,362	–	–	0.02%	190
2024 Q4	$1.57M	Sell	5,362 -505	-9%	-$158K	0.02%	181
2024 Q3	$1.62M	Hold	5,867	–	–	0.02%	179
2024 Q2	$1.42M	Hold	5,867	–	–	0.02%	190
2024 Q1	$1.58M	Hold	5,867	–	–	0.02%	181
2023 Q4	$1.2M	Sell	5,867 -7	-0.1%	-$1.26K	0.02%	207
2023 Q3	$1M	Buy	5,874 +7	+0.1%	+$1.14K	0.02%	215
2023 Q2	$957K	Hold	5,867	–	–	0.02%	220
2023 Q1	$1.07M	Hold	5,867	–	–	0.02%	207
2022 Q4	$972K	Hold	5,867	–	–	0.02%	213
2022 Q3	$924K	Hold	5,867	–	–	0.02%	207
2022 Q2	$904K	Hold	5,867	–	–	0.02%	217
2022 Q1	$1.11M	Hold	5,867	–	–	0.02%	213
2021 Q4	$1.24M	Hold	5,867	–	–	0.02%	207
2021 Q3	$1.02M	Hold	5,867	–	–	0.02%	219
2021 Q2	$1.1M	Hold	5,867	–	–	0.02%	219
2021 Q1	$968K	Hold	5,867	–	–	0.02%	229
2020 Q4	$710K	Sell	5,867 -8	-0.1%	-$858	0.02%	245
2020 Q3	$601K	Buy	5,875 +8	+0.1%	+$822	0.01%	243
2020 Q2	$562K	Sell	5,867 -12	-0.2%	-$1.06K	0.02%	248
2020 Q1	$504K	Buy	5,879 +12	+0.2%	+$1.32K	0.02%	242
2019 Q4	$810K	Sell	5,867 -41	-0.7%	-$5.27K	0.02%	232
2019 Q3	$796K	Buy	+5,908	New	+$770K	0.02%	230
2016 Q4	–	Sell	-18	Closed	-$5K	–	1015
2016 Q3	$5K	Hold	18	–	–	﹤0.01%	927
2016 Q2	$4K	Buy	+18	New	+$4.5K	﹤0.01%	939

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evercore Wealth Management's AYI Position: Q2 2026 in Review

Evercore Wealth Management held its Acuity Brands (AYI) position steady in Q2 2026 at 4,862 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #185.

Evercore Wealth Management first reported a position in AYI in Q2 2016 and has held it in 30 quarters since. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Evercore Wealth Management held 4,862 shares of Acuity Brands worth $1.83M as of Q2 2026.
Evercore Wealth Management left its Acuity Brands share count unchanged in Q2 2026.
Acuity Brands made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #185 holding.
Evercore Wealth Management first reported a position in Acuity Brands in Q2 2016 and has held it in 30 quarters since.
634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.