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Morningstar Investment Management’s Acuity Brands AYI Stock Holding History

Morningstar Investment 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 		$1.49M Hold
5,305
– – 0.09% 191
2026
Q1 		$1.49M Buy
5,305
+2,226
+72% +$676K 0.09% 189
2025
Q4 		$1.11M Hold
3,079
– – 0.07% 209
2025
Q3 		$1.06M Buy
+3,079
New +$982K 0.04% 335

Other funds holding AYI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Morningstar Investment Management's AYI Position: Q2 2026 in Review

Morningstar Investment Management held its Acuity Brands (AYI) position steady in Q2 2026 at 5,305 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #191.

Morningstar Investment Management first reported a position in AYI in Q3 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Morningstar Investment Management held 5,305 shares of Acuity Brands worth $1.49M as of Q2 2026.
  • Morningstar Investment Management left its Acuity Brands share count unchanged in Q2 2026.
  • Acuity Brands made up 0.09% of Morningstar Investment Management's portfolio in Q2 2026, its #191 holding.
  • Morningstar Investment Management first reported a position in Acuity Brands in Q3 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.