PWMG
AYI icon

Private Wealth Management Group’s Acuity Brands AYI Stock Holding History

Private Wealth Management Group’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 		$6.03K Hold
16
– – ﹤0.01% 778
2026
Q1 		$4.48K Hold
16
– – ﹤0.01% 813
2025
Q4 		$5.76K Hold
16
– – ﹤0.01% 722
2025
Q3 		$5.51K Hold
16
– – ﹤0.01% 758
2025
Q2 		$4.77K Buy
16
+7
+78% +$1.81K ﹤0.01% 771
2025
Q1 		$2.37K Hold
9
– – ﹤0.01% 998
2024
Q4 		$2.63K Hold
9
– – ﹤0.01% 988
2024
Q3 		$2.48K Hold
9
– – ﹤0.01% 985
2024
Q2 		$2.17K Sell
9
-1
-10% -$256 ﹤0.01% 1015
2024
Q1 		$2.69K Hold
10
– – ﹤0.01% 847
2023
Q4 		$2.05K Buy
+10
New +$1.81K ﹤0.01% 970

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Wealth Management Group's AYI Position: Q2 2026 in Review

Private Wealth Management Group held its Acuity Brands (AYI) position steady in Q2 2026 at 16 shares worth $6.03K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Private Wealth Management Group first reported a position in AYI in Q4 2023 and has held it in 11 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Private Wealth Management Group held 16 shares of Acuity Brands worth $6.03K as of Q2 2026.
  • Private Wealth Management Group left its Acuity Brands share count unchanged in Q2 2026.
  • Acuity Brands made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #778 holding.
  • Private Wealth Management Group first reported a position in Acuity Brands in Q4 2023 and has held it in 11 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.