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Evergreen Capital Management’s Acuity Brands AYI Stock Holding History

Evergreen Capital 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 		$687K Buy
1,824
+598
+49% +$177K 0.01% 720
2026
Q1 		$344K Buy
1,226
+204
+20% +$62K 0.01% 1022
2025
Q4 		$368K Buy
1,022
+303
+42% +$110K 0.01% 920
2025
Q3 		$248K Buy
+719
New +$229K 0.01% 1110

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evergreen Capital Management's AYI Position: Q2 2026 in Review

Evergreen Capital Management increased its Acuity Brands (AYI) stake by 49% in Q2 2026, buying an estimated $177K and bringing the position to 1,824 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #720.

Evergreen Capital Management first reported a position in AYI in Q3 2025 and has held it in 4 quarters since. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Evergreen Capital Management held 1,824 shares of Acuity Brands worth $687K as of Q2 2026.
  • Evergreen Capital Management bought 598 Acuity Brands shares in Q2 2026, an estimated $177K.
  • Acuity Brands made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #720 holding.
  • Evergreen Capital Management first reported a position in Acuity Brands in Q3 2025 and has held it in 4 quarters since.
  • 634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.