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Integrated Wealth Concepts’s Acuity Brands AYI Stock Holding History

Integrated Wealth Concepts’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 		$1.1M Buy
2,912
+1,314
+82% +$390K 0.01% 1165
2026
Q1 		$448K Buy
1,598
+1,030
+181% +$313K ﹤0.01% 1607
2025
Q4 		$205K Buy
+568
New +$205K ﹤0.01% 1518

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

Integrated Wealth Concepts's AYI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Acuity Brands (AYI) stake by 82% in Q2 2026, buying an estimated $390K and bringing the position to 2,912 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1165.

Integrated Wealth Concepts first reported a position in AYI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Integrated Wealth Concepts held 2,912 shares of Acuity Brands worth $1.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,314 Acuity Brands shares in Q2 2026, an estimated $390K.
  • Acuity Brands made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1165 holding.
  • Integrated Wealth Concepts first reported a position in Acuity Brands in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.