Mount Yale Investment Advisors’s Acuity Brands AYI Stock Holding History

Mount Yale Investment Advisors’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	$2.15M	Buy	+7,668	New	+$2.33M	0.05%	352
2020 Q1	–	Sell	-2,609	Closed	-$308K	–	292
2019 Q4	$308K	Buy	2,609 +98	+4%	+$12.6K	0.05%	274
2019 Q3	$317K	Sell	2,511 -227	-8%	-$29.6K	0.06%	264
2019 Q2	$357K	Sell	2,738 -318	-10%	-$43.7K	0.07%	241
2019 Q1	$367K	Buy	3,056 +483	+19%	+$60.1K	0.07%	231
2018 Q4	$327K	Buy	2,573 +81	+3%	+$10K	0.07%	241
2018 Q3	$322K	Sell	2,492 -92	-4%	-$13.2K	0.06%	241
2018 Q2	$299K	Buy	2,584 +2,545	+6,526%	+$310K	0.06%	249
2018 Q1	$5K	Buy	+39	New	+$6K	﹤0.01%	889

Other funds holding AYI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's AYI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Acuity Brands (AYI) in Q1 2026: 7,668 shares worth $2.15M. The stake represents 0.05% of the portfolio and ranks #352 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in AYI as recently as Q4 2019.

Mount Yale Investment Advisors first reported a position in AYI in Q1 2018 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Mount Yale Investment Advisors held 7,668 shares of Acuity Brands worth $2.15M as of Q1 2026.
Acuity Brands was a new Mount Yale Investment Advisors position in Q1 2026.
Acuity Brands made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #352 holding.
Mount Yale Investment Advisors first reported a position in Acuity Brands in Q1 2018 and has held it in 9 quarters since.
583 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.