Machina Capital’s Acuity Brands AYI Stock Holding History

Machina Capital’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	$604K	Buy	+1,603	New	+$475K	0.1%	246
2026 Q1	–	Sell	-748	Closed	-$269K	–	363
2025 Q4	$269K	Buy	+748	New	+$270K	0.05%	313
2025 Q3	–	Sell	-1,054	Closed	-$314K	–	323
2025 Q2	$314K	Buy	+1,054	New	+$273K	0.07%	261
2023 Q2	–	Sell	-379	Closed	-$69.3K	–	276
2023 Q1	$69.3K	Buy	+379	New	+$70K	0.06%	298
2019 Q3	–	Sell	-1,282	Closed	-$177K	–	323
2019 Q2	$177K	Buy	1,282 +435	+51%	+$59.8K	0.07%	294
2019 Q1	$102K	Buy	+847	New	+$105K	0.04%	294

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Machina Capital's AYI Position: Q2 2026 in Review

Machina Capital opened a new position in Acuity Brands (AYI) in Q2 2026: 1,603 shares worth $604K. The stake represents 0.1% of the portfolio and ranks #246 among its holdings. This is a return to the name: Machina Capital previously reported a position in AYI as recently as Q4 2025.

Machina Capital first reported a position in AYI in Q1 2019 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Machina Capital held 1,603 shares of Acuity Brands worth $604K as of Q2 2026.
Acuity Brands was a new Machina Capital position in Q2 2026.
Acuity Brands made up 0.1% of Machina Capital's portfolio in Q2 2026, its #246 holding.
Machina Capital first reported a position in Acuity Brands in Q1 2019 and has held it in 6 quarters since.
638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.