MWPCG
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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
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

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