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United Financial Planning Group’s Acuity Brands AYI Stock Holding History

United Financial Planning Group’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 		– Sell
-10
Closed -$2.8K – 473
2026
Q1 		$2.8K Buy
+10
New +$3.04K ﹤0.01% 405

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

United Financial Planning Group's AYI Position: Q2 2026 in Review

United Financial Planning Group sold out of Acuity Brands (AYI) in Q2 2026, closing a stake of 10 shares — an estimated $2.8K sold.

United Financial Planning Group first reported a position in AYI in Q1 2026 and held it in 1 quarter. The position peaked at $2.8K in Q1 2026. 636 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • United Financial Planning Group reported no remaining Acuity Brands position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 10 Acuity Brands shares in Q2 2026, an estimated $2.8K.
  • United Financial Planning Group first reported a position in Acuity Brands in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Acuity Brands position peaked at $2.8K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.