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Larson Financial Group’s Acuity Brands AYI Stock Holding History

Larson Financial Group’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 		$17.9K Buy
64
+9
+16% +$2.73K ﹤0.01% 1910
2025
Q4 		$19.8K Buy
55
+38
+224% +$13.7K ﹤0.01% 1730
2025
Q3 		$5.86K Buy
17
+4
+31% +$1.27K ﹤0.01% 2294
2025
Q2 		$3.88K Buy
+13
New +$3.37K ﹤0.01% 2175
2025
Q1 		– Sell
-79
Closed -$23.1K – 3079
2024
Q4 		$23.1K Hold
79
– – ﹤0.01% 1163
2024
Q3 		$21.8K Hold
79
– – ﹤0.01% 1171
2024
Q2 		$19.1K Buy
+79
New +$20.2K ﹤0.01% 1066
2023
Q4 		– Sell
-45
Closed -$7.66K – 1804
2023
Q3 		$7.66K Buy
+45
New +$7.35K ﹤0.01% 1071
2022
Q1 		– Sell
-25
Closed -$5K – 1042
2021
Q4 		$5K Buy
+25
New +$5.17K ﹤0.01% 792

Other funds holding AYI

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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