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McKinley Carter Wealth Services’s Acuity Brands AYI Stock Holding History

McKinley Carter Wealth Services’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 		$1.55M Sell
4,123
-20,946
-84% -$6.21M 0.08% 145
2026
Q1 		$7.02M Sell
25,069
-375
-1% -$114K 0.4% 64
2025
Q4 		$9.16M Sell
25,444
-107
-0.4% -$38.7K 0.51% 46
2025
Q3 		$8.8M Sell
25,551
-601
-2% -$192K 0.46% 51
2025
Q2 		$7.8M Buy
26,152
+1,909
+8% +$494K 0.43% 54
2025
Q1 		$6.38M Buy
24,243
+1,623
+7% +$491K 0.39% 53
2024
Q4 		$6.61M Buy
22,620
+1,335
+6% +$417K 0.4% 58
2024
Q3 		$5.86M Buy
21,285
+2,773
+15% +$689K 0.35% 61
2024
Q2 		$4.47M Buy
+18,512
New +$4.73M 0.28% 74

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

McKinley Carter Wealth Services's AYI Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Acuity Brands (AYI) stake by 84% in Q2 2026, selling an estimated $6.21M and leaving 4,123 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #145.

McKinley Carter Wealth Services first reported a position in AYI in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.16M in Q4 2025. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • McKinley Carter Wealth Services held 4,123 shares of Acuity Brands worth $1.55M as of Q2 2026.
  • McKinley Carter Wealth Services sold 20,946 Acuity Brands shares in Q2 2026, an estimated $6.21M.
  • Acuity Brands made up 0.08% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #145 holding.
  • McKinley Carter Wealth Services first reported a position in Acuity Brands in Q2 2024 and has held it in 9 quarters since.
  • McKinley Carter Wealth Services's Acuity Brands position peaked at $9.16M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.