Orion Portfolio Solutions’s Acuity Brands AYI Stock Holding History

Orion Portfolio 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 Q1	$1.19M	Buy	4,508 +425	+10%	+$129K	0.01%	991
2024 Q4	$1.19M	Sell	4,083 -957	-19%	-$299K	0.01%	953
2024 Q3	$1.39M	Buy	5,040 +3,432	+213%	+$853K	0.01%	876
2024 Q2	$388K	Sell	1,608 -93	-5%	-$23.8K	﹤0.01%	1367
2024 Q1	$457K	Sell	1,701 -489	-22%	-$118K	﹤0.01%	1298
2023 Q4	$448K	Sell	2,190 -88	-4%	-$15.9K	0.01%	1254
2023 Q3	$388K	Sell	2,278 -8	-0.3%	-$1.31K	﹤0.01%	1292
2023 Q2	$373K	Buy	2,286 +887	+63%	+$142K	﹤0.01%	1321
2023 Q1	$256K	Buy	+1,399	New	+$258K	﹤0.01%	1403
2020 Q1	–	Sell	-4	Closed	-$1K	–	1904
2019 Q4	$1K	Buy	+4	New	+$514	﹤0.01%	1607

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's AYI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Acuity Brands (AYI) stake by 10% in Q1 2025, buying an estimated $129K and bringing the position to 4,508 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #991.

Orion Portfolio Solutions first reported a position in AYI in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.39M in Q3 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q1 2025.

Orion Portfolio Solutions held 4,508 shares of Acuity Brands worth $1.19M as of Q1 2025.
Orion Portfolio Solutions bought 425 Acuity Brands shares in Q1 2025, an estimated $129K.
Acuity Brands made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #991 holding.
Orion Portfolio Solutions first reported a position in Acuity Brands in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Acuity Brands position peaked at $1.39M in Q3 2024.
542 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.