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Creative Planning AYI Position History
Acuity Inc. • Industrials
Quarters held
8
Latest value
$16.7M
Q3 2026
Peak value
$17.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $15K |
| Q4 2025 | $4.3M |
| Q1 2026 | $5.9M |
| Q2 2026 | $72K |
| Q2 2026 | $17.6M |
| Q3 2026 | $69K |
| Q3 2026 | $16.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.7M | 53.8K | — | — |
| Q3 2026 | $69K | 222 | — | — |
| Q2 2026 | $17.6M | 46.8K | — | — |
| Q2 2026 | $72K | 192 | — | — |
| Q1 2026 | $5.9M | 21.1K | — | — |
| Q4 2025 | $4.3M | 12.0K | — | — |
| Q3 2025 | $15K | 43 | — | — |
| Q3 2025 | $2.6M | 7.5K | — | — |
Other funds holding AYI
$983.2M
$960.4M
$911.9M
$808.2M
$469.6M
$415.2M
$373.5M
$363.8M