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Whipplewood Advisors’s Acuity Brands AYI Stock Holding History

Whipplewood 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 		$1.51K Sell
4
-6
-60% -$1.78K ﹤0.01% 478
2026
Q1 		$2.8K Buy
+10
New +$3.04K ﹤0.01% 714
2025
Q3 		– Sell
-20
Closed -$5.97K – 369
2025
Q2 		$5.97K Sell
20
-11
-35% -$2.85K ﹤0.01% 661
2025
Q1 		$6.85K Buy
31
+10
+48% +$3.02K ﹤0.01% 633
2024
Q4 		$6.13K Buy
+21
New +$6.56K ﹤0.01% 650

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

Whipplewood Advisors's AYI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Acuity Brands (AYI) stake by 60% in Q2 2026, selling an estimated $1.78K and leaving 4 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Whipplewood Advisors first reported a position in AYI in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.85K in Q1 2025. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Acuity Brands worth $1.51K as of Q2 2026.
  • Whipplewood Advisors sold 6 Acuity Brands shares in Q2 2026, an estimated $1.78K.
  • Acuity Brands made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #478 holding.
  • Whipplewood Advisors first reported a position in Acuity Brands in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Acuity Brands position peaked at $6.85K in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.