Grantham, Mayo, Van Otterloo & Co (GMO)’s Acuity Brands AYI Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$4.41M	Buy	15,750 +6,669	+73%	+$2.03M	0.01%	341
2025 Q4	$3.27M	Buy	+9,081	New	+$3.28M	0.01%	363
2025 Q1	–	Sell	-1,452	Closed	-$424K	–	623
2024 Q4	$424K	Sell	1,452 -345	-19%	-$108K	﹤0.01%	515
2024 Q3	$495K	Sell	1,797 -231	-11%	-$57.4K	﹤0.01%	491
2024 Q2	$490K	Buy	+2,028	New	+$519K	﹤0.01%	450
2023 Q4	–	Sell	-2,514	Closed	-$428K	–	495
2023 Q3	$428K	Sell	2,514 -2,406	-49%	-$393K	﹤0.01%	505
2023 Q2	$802K	Buy	+4,920	New	+$786K	﹤0.01%	514
2021 Q1	–	Sell	-4,200	Closed	-$509K	–	842
2020 Q4	$509K	Buy	4,200 +1,133	+37%	+$122K	﹤0.01%	679
2020 Q3	$314K	Buy	+3,067	New	+$315K	﹤0.01%	687

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s AYI Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Acuity Brands (AYI) stake by 73% in Q1 2026, buying an estimated $2.03M and bringing the position to 15,750 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #341.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AYI in Q3 2020 and has held it in 9 quarters since. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 15,750 shares of Acuity Brands worth $4.41M as of Q1 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 6,669 Acuity Brands shares in Q1 2026, an estimated $2.03M.
Acuity Brands made up 0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #341 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Acuity Brands in Q3 2020 and has held it in 9 quarters since.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.