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Sagespring Wealth Partners’s Acuity Brands AYI Stock Holding History

Sagespring Wealth 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 		$385K Buy
1,021
+18
+2% +$5.34K 0.01% 597
2026
Q1 		$281K Buy
1,003
+399
+66% +$121K 0.01% 684
2025
Q4 		$218K Buy
+604
New +$218K ﹤0.01% 739
2025
Q2 		– Sell
-899
Closed -$237K – 708
2025
Q1 		$237K Sell
899
-264
-23% -$79.8K 0.01% 592
2024
Q4 		$340K Buy
+1,163
New +$363K 0.01% 441

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

Sagespring Wealth Partners's AYI Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Acuity Brands (AYI) stake by 1.8% in Q2 2026, buying an estimated $5.34K and bringing the position to 1,021 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #597.

Sagespring Wealth Partners first reported a position in AYI in Q4 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Sagespring Wealth Partners held 1,021 shares of Acuity Brands worth $385K as of Q2 2026.
  • Sagespring Wealth Partners bought 18 Acuity Brands shares in Q2 2026, an estimated $5.34K.
  • Acuity Brands made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #597 holding.
  • Sagespring Wealth Partners first reported a position in Acuity Brands in Q4 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.