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Financial Consulate’s Acuity Brands AYI Stock Holding History

Financial Consulate’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 		$21K Hold
75
– – ﹤0.01% 474
2025
Q4 		$27K Hold
75
– – ﹤0.01% 425
2025
Q3 		$25.8K Buy
+75
New +$23.9K ﹤0.01% 409

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

Financial Consulate's AYI Position: Q1 2026 in Review

Financial Consulate held its Acuity Brands (AYI) position steady in Q1 2026 at 75 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Financial Consulate first reported a position in AYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $27K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Financial Consulate held 75 shares of Acuity Brands worth $21K as of Q1 2026.
  • Financial Consulate left its Acuity Brands share count unchanged in Q1 2026.
  • Acuity Brands made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #474 holding.
  • Financial Consulate first reported a position in Acuity Brands in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Acuity Brands position peaked at $27K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.