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Wedge Capital Management’s Acuity Brands AYI Stock Holding History

Wedge Capital 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 		$16.2M Buy
42,944
+3,478
+9% +$1.03M 0.27% 98
2026
Q1 		$11.1M Buy
39,466
+8,566
+28% +$2.6M 0.2% 140
2025
Q4 		$11.1M Sell
30,900
-6,701
-18% -$2.42M 0.2% 124
2025
Q3 		$12.9M Sell
37,601
-833
-2% -$266K 0.22% 123
2025
Q2 		$11.5M Buy
38,434
+3,593
+10% +$930K 0.2% 126
2025
Q1 		$9.18M Sell
34,841
-3,144
-8% -$951K 0.18% 157
2024
Q4 		$11.1M Sell
37,985
-11,117
-23% -$3.47M 0.2% 132
2024
Q3 		$13.5M Sell
49,102
-1,401
-3% -$348K 0.23% 118
2024
Q2 		$12.2M Sell
50,503
-1,677
-3% -$429K 0.22% 124
2024
Q1 		$14M Sell
52,180
-11,504
-18% -$2.79M 0.23% 118
2023
Q4 		$13M Sell
63,684
-12,872
-17% -$2.32M 0.23% 111
2023
Q3 		$13M Sell
76,556
-2,274
-3% -$371K 0.26% 117
2023
Q2 		$12.9M Buy
78,830
+3,363
+4% +$537K 0.2% 162
2023
Q1 		$13.8M Sell
75,467
-8,530
-10% -$1.57M 0.23% 155
2022
Q4 		$13.9M Sell
83,997
-7,253
-8% -$1.29M 0.22% 166
2022
Q3 		$14.4M Buy
91,250
+5,624
+7% +$951K 0.24% 149
2022
Q2 		$13.2M Sell
85,626
-353
-0.4% -$59.9K 0.21% 184
2022
Q1 		$16.3M Sell
85,979
-3,044
-3% -$585K 0.22% 173
2021
Q4 		$18.8M Sell
89,023
-19,487
-18% -$4.03M 0.23% 151
2021
Q3 		$18.8M Buy
108,510
+8,317
+8% +$1.46M 0.24% 159
2021
Q2 		$18.7M Sell
100,193
-35,488
-26% -$6.45M 0.23% 164
2021
Q1 		$22.4M Sell
135,681
-6,001
-4% -$765K 0.27% 148
2020
Q4 		$17.2M Buy
+141,682
New +$15.2M 0.2% 175

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

Wedge Capital Management's AYI Position: Q2 2026 in Review

Wedge Capital Management increased its Acuity Brands (AYI) stake by 8.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 42,944 shares worth $16.2M. The position accounts for 0.27% of the portfolio, ranked #98.

Wedge Capital Management first reported a position in AYI in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.4M in Q1 2021. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Wedge Capital Management held 42,944 shares of Acuity Brands worth $16.2M as of Q2 2026.
  • Wedge Capital Management bought 3,478 Acuity Brands shares in Q2 2026, an estimated $1.03M.
  • Acuity Brands made up 0.27% of Wedge Capital Management's portfolio in Q2 2026, its #98 holding.
  • Wedge Capital Management first reported a position in Acuity Brands in Q4 2020 and has held it in 23 quarters since.
  • Wedge Capital Management's Acuity Brands position peaked at $22.4M in Q1 2021.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.