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Wealthspire Advisors (New York)’s Acuity Brands AYI Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-661
Closed -$238K – 943
2025
Q4 		$238K Buy
661
+299
+83% +$108K ﹤0.01% 899
2025
Q3 		$125K Buy
+362
New +$115K ﹤0.01% 939

Other funds holding AYI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s AYI Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 661 shares — an estimated $238K sold.

Wealthspire Advisors (New York) first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 583 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 661 Acuity Brands shares in Q1 2026, an estimated $238K.
  • Wealthspire Advisors (New York) first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Acuity Brands position peaked at $238K in Q4 2025.
  • 583 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.