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EverSource Wealth Advisors’s Acuity Brands AYI Stock Holding History

EverSource 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
Q2 		$444K Buy
1,178
+182
+18% +$54K 0.01% 603
2026
Q1 		$279K Buy
996
+53
+6% +$16.1K 0.01% 879
2025
Q4 		$340K Sell
943
-7
-0.7% -$2.53K 0.01% 706
2025
Q3 		$327K Buy
950
+86
+10% +$27.4K 0.01% 687
2025
Q2 		$258K Buy
864
+112
+15% +$29K 0.01% 748
2025
Q1 		$198K Sell
752
-139
-16% -$42K 0.01% 663
2024
Q4 		$260K Buy
891
+128
+17% +$40K 0.01% 551
2024
Q3 		$210K Buy
763
+728
+2,080% +$181K 0.01% 540
2024
Q2 		$8.8K Sell
35
-70
-67% -$17.9K ﹤0.01% 1919
2024
Q1 		$26.1K Buy
105
+1
+1% +$242 ﹤0.01% 1242
2023
Q4 		$21.3K Sell
104
-3
-3% -$542 ﹤0.01% 1207
2023
Q3 		$18.2K Hold
107
– – ﹤0.01% 1164
2023
Q2 		$17.4K Hold
107
– – ﹤0.01% 1210
2023
Q1 		$19.6K Hold
107
– – ﹤0.01% 1090
2022
Q4 		$17.7K Buy
107
+71
+197% +$12.6K ﹤0.01% 1101
2022
Q3 		$6K Buy
+36
New +$6.09K ﹤0.01% 1274

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

EverSource Wealth Advisors's AYI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Acuity Brands (AYI) stake by 18% in Q2 2026, buying an estimated $54K and bringing the position to 1,178 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #603.

EverSource Wealth Advisors first reported a position in AYI in Q3 2022 and has held it in 16 quarters since. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • EverSource Wealth Advisors held 1,178 shares of Acuity Brands worth $444K as of Q2 2026.
  • EverSource Wealth Advisors bought 182 Acuity Brands shares in Q2 2026, an estimated $54K.
  • Acuity Brands made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #603 holding.
  • EverSource Wealth Advisors first reported a position in Acuity Brands in Q3 2022 and has held it in 16 quarters since.
  • 634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.