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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
Q3 		$94.2K Buy
304
+40
+15% +$13.3K 0.02% 302
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

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

True Wealth Design's AYI Position: Q3 2026 in Review

True Wealth Design increased its Acuity Brands (AYI) stake by 15% in Q3 2026, buying an estimated $13.3K and bringing the position to 304 shares worth $94.2K. The position accounts for 0.02% of the portfolio, ranked #302.

True Wealth Design first reported a position in AYI in Q4 2022 and has held it in 14 quarters since. The position peaked at $975K in Q1 2024. 37 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • True Wealth Design held 304 shares of Acuity Brands worth $94.2K as of Q3 2026.
  • True Wealth Design bought 40 Acuity Brands shares in Q3 2026, an estimated $13.3K.
  • Acuity Brands made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #302 holding.
  • True Wealth Design first reported a position in Acuity Brands in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Acuity Brands position peaked at $975K in Q1 2024.
  • 37 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.