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MPWM Advisory Solutions’s Acuity Brands AYI Stock Holding History

MPWM Advisory Solutions’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
2025
Q2 		– Sell
-3
Closed -$790 – 548
2025
Q1 		$790 Hold
3
– – ﹤0.01% 566
2024
Q4 		$876 Buy
+3
New +$937 ﹤0.01% 561

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
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 $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPWM Advisory Solutions's AYI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Acuity Brands (AYI) in Q2 2025, closing a stake of 3 shares — an estimated $790 sold.

MPWM Advisory Solutions first reported a position in AYI in Q4 2024 and held it in 2 quarters. The position peaked at $876 in Q4 2024. 549 funds tracked by Wall St. Rank hold AYI as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Acuity Brands position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 3 Acuity Brands shares in Q2 2025, an estimated $790.
  • MPWM Advisory Solutions first reported a position in Acuity Brands in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Acuity Brands position peaked at $876 in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.