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Wela Strategies’s Acuity Brands AYI Stock Holding History

Wela Strategies’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
2025
Q3 		$409K Sell
1,188
-512
-30% -$163K 0.16% 44
2025
Q2 		$507K Hold
1,700
– – 0.2% 36
2025
Q1 		$448K Buy
+1,700
New +$514K 0.19% 42
2024
Q4 		– Sell
-2,000
Closed -$551K – 55
2024
Q3 		$551K Hold
2,000
– – 0.24% 27
2024
Q2 		$483K Buy
2,000
+333
+20% +$85.1K 0.22% 33
2024
Q1 		$448K Sell
1,667
-833
-33% -$202K 0.21% 32
2023
Q4 		$512K Buy
+2,500
New +$452K 0.28% 30

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wela Strategies's AYI Position: Q3 2025 in Review

Wela Strategies reduced its Acuity Brands (AYI) stake by 30% in Q3 2025, selling an estimated $163K and leaving 1,188 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #44.

Wela Strategies first reported a position in AYI in Q4 2023 and has held it in 7 quarters since. The position peaked at $551K in Q3 2024. 568 funds tracked by Wall St. Rank hold AYI as of Q3 2025.

  • Wela Strategies held 1,188 shares of Acuity Brands worth $409K as of Q3 2025.
  • Wela Strategies sold 512 Acuity Brands shares in Q3 2025, an estimated $163K.
  • Acuity Brands made up 0.16% of Wela Strategies's portfolio in Q3 2025, its #44 holding.
  • Wela Strategies first reported a position in Acuity Brands in Q4 2023 and has held it in 7 quarters since.
  • Wela Strategies's Acuity Brands position peaked at $551K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.