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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
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

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

Sagespring Wealth Partners's AYI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Acuity Brands (AYI) stake by 66% in Q1 2026, buying an estimated $121K and bringing the position to 1,003 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #684.

Sagespring Wealth Partners first reported a position in AYI in Q4 2024 and has held it in 4 quarters since. The position peaked at $340K in Q4 2024. 582 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Sagespring Wealth Partners held 1,003 shares of Acuity Brands worth $281K as of Q1 2026.
  • Sagespring Wealth Partners bought 399 Acuity Brands shares in Q1 2026, an estimated $121K.
  • Acuity Brands made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #684 holding.
  • Sagespring Wealth Partners first reported a position in Acuity Brands in Q4 2024 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Acuity Brands position peaked at $340K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.