Pinnacle Wealth Planning Services’s Acuity Brands AYI Stock Holding History

Pinnacle Wealth Planning Services’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	$7.85K	Buy	28 +1	+4%	+$304	﹤0.01%	2100
2025 Q4	$9.72K	Sell	27 -575	-96%	-$208K	﹤0.01%	2023
2025 Q3	$207K	Buy	+602	New	+$192K	0.02%	443
2021 Q1	–	Sell	-39	Closed	-$5K	–	491
2020 Q4	$5K	Buy	+39	New	+$4.18K	﹤0.01%	1636
2018 Q4	–	Sell	-1,284	Closed	-$202K	–	148
2018 Q3	$202K	Buy	+1,284	New	+$184K	0.18%	161

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's AYI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Acuity Brands (AYI) stake by 3.7% in Q1 2026, buying an estimated $304 and bringing the position to 28 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Pinnacle Wealth Planning Services first reported a position in AYI in Q3 2018 and has held it in 5 quarters since. The position peaked at $207K in Q3 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Pinnacle Wealth Planning Services held 28 shares of Acuity Brands worth $7.85K as of Q1 2026.
Pinnacle Wealth Planning Services bought 1 Acuity Brands share in Q1 2026, an estimated $304.
Acuity Brands made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2100 holding.
Pinnacle Wealth Planning Services first reported a position in Acuity Brands in Q3 2018 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Acuity Brands position peaked at $207K in Q3 2025.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.