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Retirement Guys Formula’s Acuity Brands AYI Stock Holding History

Retirement Guys Formula’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 		$275K Buy
+731
New +$217K 0.1% 130
2026
Q1 		– Sell
-608
Closed -$219K – 157
2025
Q4 		$219K Sell
608
-29
-5% -$10.5K 0.1% 139
2025
Q3 		$219K Buy
+637
New +$203K 0.08% 152

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

Retirement Guys Formula's AYI Position: Q2 2026 in Review

Retirement Guys Formula opened a new position in Acuity Brands (AYI) in Q2 2026: 731 shares worth $275K. The stake represents 0.1% of the portfolio and ranks #130 among its holdings. This is a return to the name: Retirement Guys Formula previously reported a position in AYI as recently as Q4 2025.

Retirement Guys Formula first reported a position in AYI in Q3 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Retirement Guys Formula held 731 shares of Acuity Brands worth $275K as of Q2 2026.
  • Acuity Brands was a new Retirement Guys Formula position in Q2 2026.
  • Acuity Brands made up 0.1% of Retirement Guys Formula's portfolio in Q2 2026, its #130 holding.
  • Retirement Guys Formula first reported a position in Acuity Brands in Q3 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.