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Wealth Preservation Advisors’s Acuity Brands AYI Stock Holding History

Wealth Preservation Advisors’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
-21
Closed -$5.88K – 166
2026
Q1 		$5.88K Buy
+21
New +$6.38K ﹤0.01% 476

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

Wealth Preservation Advisors's AYI Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Acuity Brands (AYI) in Q2 2026, closing a stake of 21 shares — an estimated $5.88K sold.

Wealth Preservation Advisors first reported a position in AYI in Q1 2026 and held it in 1 quarter. The position peaked at $5.88K in Q1 2026. 636 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Acuity Brands position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 21 Acuity Brands shares in Q2 2026, an estimated $5.88K.
  • Wealth Preservation Advisors first reported a position in Acuity Brands in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Acuity Brands position peaked at $5.88K in Q1 2026.
  • 636 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.