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Moran Wealth Management’s Acuity Brands AYI Stock Holding History

Moran Wealth Management’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 		$6.9M Sell
18,327
-1,098
-6% -$325K 0.19% 168
2026
Q1 		$5.44M Sell
19,425
-688
-3% -$209K 0.17% 184
2025
Q4 		$7.24M Sell
20,113
-1,435
-7% -$519K 0.22% 144
2025
Q3 		$7.42M Sell
21,548
-655
-3% -$209K 0.22% 130
2025
Q2 		$6.62M Sell
22,203
-2,300
-9% -$595K 0.2% 141
2025
Q1 		$6.45M Sell
24,503
-445
-2% -$135K 0.22% 142
2024
Q4 		$7.29M Sell
24,948
-263
-1% -$82.1K 0.23% 128
2024
Q3 		$6.94M Sell
25,211
-1,075
-4% -$267K 0.21% 136
2024
Q2 		$6.35M Sell
26,286
-580
-2% -$148K 0.21% 144
2024
Q1 		$7.22M Sell
26,866
-2,237
-8% -$542K 0.23% 136
2023
Q4 		$5.96M Sell
29,103
-995
-3% -$180K 0.21% 145
2023
Q3 		$5.13M Sell
30,098
-243
-0.8% -$39.7K 0.2% 149
2023
Q2 		$4.95M Sell
30,341
-831
-3% -$133K 0.19% 155
2023
Q1 		$5.7M Buy
31,172
+1,298
+4% +$240K 0.22% 147
2022
Q4 		$4.95M Buy
+29,874
New +$5.3M 0.19% 150

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

Moran Wealth Management's AYI Position: Q2 2026 in Review

Moran Wealth Management reduced its Acuity Brands (AYI) stake by 5.7% in Q2 2026, selling an estimated $325K and leaving 18,327 shares worth $6.9M. The position accounts for 0.19% of the portfolio, ranked #168.

Moran Wealth Management first reported a position in AYI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.42M in Q3 2025. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Moran Wealth Management held 18,327 shares of Acuity Brands worth $6.9M as of Q2 2026.
  • Moran Wealth Management sold 1,098 Acuity Brands shares in Q2 2026, an estimated $325K.
  • Acuity Brands made up 0.19% of Moran Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Moran Wealth Management first reported a position in Acuity Brands in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Acuity Brands position peaked at $7.42M in Q3 2025.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.