GeoWealth Management’s Acuity Brands AYI Stock Holding History

GeoWealth 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 Q1	$213K	Sell	759 -47	-6%	-$14.3K	0.01%	704
2025 Q4	$290K	Buy	806 +17	+2%	+$6.14K	0.01%	577
2025 Q3	$272K	Buy	789 +51	+7%	+$16.3K	0.01%	618
2025 Q2	$220K	Sell	738 -1	-0.1%	-$259	0.01%	636
2025 Q1	$195K	Sell	739 -51	-6%	-$15.4K	0.01%	666
2024 Q4	$231K	Buy	790 +48	+6%	+$15K	0.01%	708
2024 Q3	$204K	Sell	742 -256	-26%	-$63.6K	0.01%	711
2024 Q2	$241K	Buy	998 +9	+0.9%	+$2.3K	0.01%	635
2024 Q1	$266K	Buy	+989	New	+$240K	0.01%	605

Other funds holding AYI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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