Sage Mountain Advisors’s Acuity Brands AYI Stock Holding History

Sage Mountain Advisors’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	-1,066	Closed	-$384K	–	313
2025 Q4	$384K	Sell	1,066 -46	-4%	-$16.6K	0.02%	331
2025 Q3	$383K	Sell	1,112 -165	-13%	-$52.6K	0.02%	326
2025 Q2	$381K	Sell	1,277 -61	-5%	-$15.8K	0.02%	285
2025 Q1	$352K	Sell	1,338 -379	-22%	-$115K	0.03%	270
2024 Q4	$502K	Buy	+1,717	New	+$536K	0.04%	212
2024 Q2	–	Sell	-1,219	Closed	-$328K	–	422
2024 Q1	$328K	Buy	+1,219	New	+$295K	0.03%	222
2023 Q4	–	Sell	-1,510	Closed	-$257K	–	359
2023 Q3	$257K	Hold	1,510	–	–	0.04%	205
2023 Q2	$246K	Buy	+1,510	New	+$241K	0.04%	210

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sage Mountain Advisors's AYI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 1,066 shares — an estimated $384K sold.

Sage Mountain Advisors first reported a position in AYI in Q2 2023 and held it in 8 quarters. The position peaked at $502K in Q4 2024. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Sage Mountain Advisors reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 1,066 Acuity Brands shares in Q1 2026, an estimated $384K.
Sage Mountain Advisors first reported a position in Acuity Brands in Q2 2023 and held it in 8 quarters.
Sage Mountain Advisors's Acuity Brands position peaked at $502K in Q4 2024.
581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.