True Wealth Design’s Acuity Brands AYI Stock Holding History

True Wealth Design’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	$99.4K	Buy	264 +180	+214%	+$53.4K	0.02%	263
2026 Q1	$23.5K	Sell	84 -28	-25%	-$8.51K	0.01%	656
2025 Q4	$40.3K	Buy	112 +6	+6%	+$2.17K	0.01%	395
2025 Q3	$36.5K	Buy	106 +104	+5,200%	+$33.2K	0.01%	411
2025 Q2	$597	Sell	2 -13	-87%	-$3.37K	﹤0.01%	1674
2025 Q1	$3.95K	Sell	15 -129	-90%	-$39K	﹤0.01%	760
2024 Q4	$42.1K	Buy	+144	New	+$45K	0.02%	197
2024 Q2	–	Sell	-3,630	Closed	-$975K	–	782
2024 Q1	$975K	Sell	3,630 -719	-17%	-$174K	0.24%	39
2023 Q4	$891K	Sell	4,349 -188	-4%	-$34K	0.25%	42
2023 Q3	$773K	Buy	4,537 +173	+4%	+$28.2K	0.26%	68
2023 Q2	$712K	Buy	4,364 +173	+4%	+$27.6K	0.26%	92
2023 Q1	$766K	Buy	4,191 +49	+1%	+$9.04K	0.32%	76
2022 Q4	$686K	Buy	+4,142	New	+$735K	0.32%	90

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

True Wealth Design's AYI Position: Q2 2026 in Review

True Wealth Design increased its Acuity Brands (AYI) stake by 214% in Q2 2026, buying an estimated $53.4K and bringing the position to 264 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #263.

True Wealth Design first reported a position in AYI in Q4 2022 and has held it in 13 quarters since. The position peaked at $975K in Q1 2024. 636 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

True Wealth Design held 264 shares of Acuity Brands worth $99.4K as of Q2 2026.
True Wealth Design bought 180 Acuity Brands shares in Q2 2026, an estimated $53.4K.
Acuity Brands made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #263 holding.
True Wealth Design first reported a position in Acuity Brands in Q4 2022 and has held it in 13 quarters since.
True Wealth Design's Acuity Brands position peaked at $975K in Q1 2024.
636 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.