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Financial Life Planners’s Acuity Brands AYI Stock Holding History

Financial Life Planners’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 		$12K Hold
32
– – 0.01% 226
2026
Q1 		$8.92K Buy
+32
New +$9.72K 0.01% 244
2025
Q4 		– Sell
-32
Closed -$10.9K – 85
2025
Q3 		$10.9K Buy
+32
New +$10.2K 0.01% 242
2025
Q1 		– Sell
-32
Closed -$9.27K – 111
2024
Q4 		$9.27K Buy
+32
New +$9.99K 0.01% 265

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

Financial Life Planners's AYI Position: Q2 2026 in Review

Financial Life Planners held its Acuity Brands (AYI) position steady in Q2 2026 at 32 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #226.

Financial Life Planners first reported a position in AYI in Q4 2024 and has held it in 4 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Financial Life Planners held 32 shares of Acuity Brands worth $12K as of Q2 2026.
  • Financial Life Planners left its Acuity Brands share count unchanged in Q2 2026.
  • Acuity Brands made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #226 holding.
  • Financial Life Planners first reported a position in Acuity Brands in Q4 2024 and has held it in 4 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.