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Van Hulzen Asset Management’s Acuity Brands AYI Stock Holding History

Van Hulzen Asset Management’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 		$1.11M Sell
2,954
-404
-12% -$120K 0.08% 162
2026
Q1 		$941K Sell
3,358
-493
-13% -$150K 0.07% 177
2025
Q4 		$1.39M Sell
3,851
-464
-11% -$168K 0.1% 131
2025
Q3 		$1.49M Sell
4,315
-164
-4% -$52.3K 0.11% 125
2025
Q2 		$1.34M Buy
4,479
+2,158
+93% +$559K 0.11% 128
2025
Q1 		$611K Sell
2,321
-177
-7% -$53.5K 0.06% 191
2024
Q4 		$730K Buy
+2,498
New +$780K 0.05% 193

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

Van Hulzen Asset Management's AYI Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Acuity Brands (AYI) stake by 12% in Q2 2026, selling an estimated $120K and leaving 2,954 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #162.

Van Hulzen Asset Management first reported a position in AYI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Van Hulzen Asset Management held 2,954 shares of Acuity Brands worth $1.11M as of Q2 2026.
  • Van Hulzen Asset Management sold 404 Acuity Brands shares in Q2 2026, an estimated $120K.
  • Acuity Brands made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #162 holding.
  • Van Hulzen Asset Management first reported a position in Acuity Brands in Q4 2024 and has held it in 7 quarters since.
  • Van Hulzen Asset Management's Acuity Brands position peaked at $1.49M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.