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Root Financial Partners’s Acuity Brands AYI Stock Holding History

Root Financial Partners’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 		– Sell
-122
Closed -$34.2K – 670
2026
Q1 		$34.2K Sell
122
-2
-2% -$608 ﹤0.01% 1042
2025
Q4 		$44.6K Buy
124
+28
+29% +$10.1K ﹤0.01% 759
2025
Q3 		$33.1K Buy
+96
New +$30.6K ﹤0.01% 844

Other funds holding AYI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's AYI Position: Q2 2026 in Review

Root Financial Partners sold out of Acuity Brands (AYI) in Q2 2026, closing a stake of 122 shares — an estimated $34.2K sold.

Root Financial Partners first reported a position in AYI in Q3 2025 and held it in 3 quarters. The position peaked at $44.6K in Q4 2025. 180 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Root Financial Partners reported no remaining Acuity Brands position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 122 Acuity Brands shares in Q2 2026, an estimated $34.2K.
  • Root Financial Partners first reported a position in Acuity Brands in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Acuity Brands position peaked at $44.6K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.