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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Retirement Guys Formula's AYI Position: Q1 2026 in Review

Retirement Guys Formula sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 608 shares — an estimated $219K sold.

Retirement Guys Formula first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Retirement Guys Formula reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 608 Acuity Brands shares in Q1 2026, an estimated $219K.
  • Retirement Guys Formula first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • Retirement Guys Formula's Acuity Brands position peaked at $219K in Q3 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.