Polen Capital Management
AYI icon

Polen Capital Management’s Acuity Brands AYI Stock Holding History

Polen Capital Management’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 		– Sell
-1,061
Closed -$382K – 232
2025
Q4 		$382K Sell
1,061
-542
-34% -$196K ﹤0.01% 198
2025
Q3 		$552K Buy
1,603
+63
+4% +$20.1K ﹤0.01% 177
2025
Q2 		$459K Buy
+1,540
New +$399K ﹤0.01% 200

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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Polen Capital Management's AYI Position: Q1 2026 in Review

Polen Capital Management sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 1,061 shares — an estimated $382K sold.

Polen Capital Management first reported a position in AYI in Q2 2025 and held it in 3 quarters. The position peaked at $552K in Q3 2025. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Polen Capital Management reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Polen Capital Management sold 1,061 Acuity Brands shares in Q1 2026, an estimated $382K.
  • Polen Capital Management first reported a position in Acuity Brands in Q2 2025 and held it in 3 quarters.
  • Polen Capital Management's Acuity Brands position peaked at $552K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Polen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.