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 Q2	$2.72M	Sell	7,230 -438	-6%	-$130K	0.05%	346
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mount Yale Investment Advisors's AYI Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Acuity Brands (AYI) stake by 5.7% in Q2 2026, selling an estimated $130K and leaving 7,230 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #346.

Mount Yale Investment Advisors first reported a position in AYI in Q1 2018 and has held it in 10 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Mount Yale Investment Advisors held 7,230 shares of Acuity Brands worth $2.72M as of Q2 2026.
Mount Yale Investment Advisors sold 438 Acuity Brands shares in Q2 2026, an estimated $130K.
Acuity Brands made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #346 holding.
Mount Yale Investment Advisors first reported a position in Acuity Brands in Q1 2018 and has held it in 10 quarters since.
638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.