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HB Wealth Management’s Acuity Brands AYI Stock Holding History

HB Wealth 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 		$2.19M Buy
5,805
+1,160
+25% +$344K 0.01% 452
2026
Q1 		$1.3M Buy
4,645
+273
+6% +$82.9K 0.01% 566
2025
Q4 		$1.57M Sell
4,372
-801
-15% -$290K 0.01% 474
2025
Q3 		$1.78M Buy
5,173
+276
+6% +$88K 0.01% 434
2025
Q2 		$1.46M Sell
4,897
-147
-3% -$38.1K 0.01% 446
2025
Q1 		$1.33M Buy
5,044
+29
+0.6% +$8.77K 0.01% 477
2024
Q4 		$1.47M Buy
5,015
+303
+6% +$94.6K 0.02% 348
2024
Q3 		$1.3M Buy
4,712
+493
+12% +$123K 0.01% 346
2024
Q2 		$1.02M Buy
4,219
+22
+0.5% +$5.63K 0.01% 366
2024
Q1 		$1.13M Sell
4,197
-4
-0.1% -$969 0.01% 333
2023
Q4 		$860K Buy
4,201
+5
+0.1% +$903 0.01% 343
2023
Q3 		$715K Sell
4,196
-128
-3% -$20.9K 0.01% 354
2023
Q2 		$705K Sell
4,324
-640
-13% -$102K 0.01% 354
2023
Q1 		$907K Sell
4,964
-11
-0.2% -$2.03K 0.02% 300
2022
Q4 		$824K Sell
4,975
-6
-0.1% -$1.06K 0.02% 308
2022
Q3 		$784K Sell
4,981
-22
-0.4% -$3.72K 0.02% 284
2022
Q2 		$771K Sell
5,003
-53
-1% -$8.99K 0.02% 289
2022
Q1 		$957K Buy
5,056
+518
+11% +$99.5K 0.02% 276
2021
Q4 		$961K Buy
+4,538
New +$938K 0.02% 242

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 $3.38T AUM 44.17% 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

HB Wealth Management's AYI Position: Q2 2026 in Review

HB Wealth Management increased its Acuity Brands (AYI) stake by 25% in Q2 2026, buying an estimated $344K and bringing the position to 5,805 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #452.

HB Wealth Management first reported a position in AYI in Q4 2021 and has held it in 19 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • HB Wealth Management held 5,805 shares of Acuity Brands worth $2.19M as of Q2 2026.
  • HB Wealth Management bought 1,160 Acuity Brands shares in Q2 2026, an estimated $344K.
  • Acuity Brands made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #452 holding.
  • HB Wealth Management first reported a position in Acuity Brands in Q4 2021 and has held it in 19 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.