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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
Q2 		$311K Buy
825
+66
+9% +$19.6K 0.01% 641
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

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

GeoWealth Management's AYI Position: Q2 2026 in Review

GeoWealth Management increased its Acuity Brands (AYI) stake by 8.7% in Q2 2026, buying an estimated $19.6K and bringing the position to 825 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #641.

GeoWealth Management first reported a position in AYI in Q1 2024 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • GeoWealth Management held 825 shares of Acuity Brands worth $311K as of Q2 2026.
  • GeoWealth Management bought 66 Acuity Brands shares in Q2 2026, an estimated $19.6K.
  • Acuity Brands made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #641 holding.
  • GeoWealth Management first reported a position in Acuity Brands in Q1 2024 and has held it in 10 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.