Measured Wealth Private Client Group’s Acuity Brands AYI Stock Holding History

Measured Wealth Private Client 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 Q3	$11.8K	Hold	38	–	–	﹤0.01%	547
2026 Q2	$14.3K	Sell	38 -58	-60%	-$17.2K	﹤0.01%	543
2026 Q1	$26.9K	Sell	96 -216	-69%	-$65.6K	0.01%	404
2025 Q4	$112K	Sell	312 -92	-23%	-$33.3K	0.03%	241
2025 Q3	$139K	Buy	+404	New	+$129K	0.04%	219
2025 Q2	–	Sell	-2,801	Closed	-$738K	–	183
2025 Q1	$738K	Buy	2,801 +691	+33%	+$209K	0.24%	59
2024 Q4	$616K	Buy	2,110 +667	+46%	+$208K	0.2%	68
2024 Q3	$397K	Buy	+1,443	New	+$359K	0.13%	101
2021 Q3	–	Sell	-1,865	Closed	-$349K	–	157
2021 Q2	$349K	Buy	1,865 +423	+29%	+$76.9K	0.11%	120
2021 Q1	$238K	Buy	+1,442	New	+$184K	0.08%	137

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Measured Wealth Private Client Group's AYI Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Acuity Brands (AYI) position steady in Q3 2026 at 38 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Measured Wealth Private Client Group first reported a position in AYI in Q1 2021 and has held it in 10 quarters since. The position peaked at $738K in Q1 2025. 433 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

Measured Wealth Private Client Group held 38 shares of Acuity Brands worth $11.8K as of Q3 2026.
Measured Wealth Private Client Group left its Acuity Brands share count unchanged in Q3 2026.
Acuity Brands made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #547 holding.
Measured Wealth Private Client Group first reported a position in Acuity Brands in Q1 2021 and has held it in 10 quarters since.
Measured Wealth Private Client Group's Acuity Brands position peaked at $738K in Q1 2025.
433 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.