Position in AYI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,998,181
+$511,614 QoQ
Shares Held
5,305
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#231
of 631 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Morningstar Investment Management LLC holds $4,191,548 across 4 Electrical Equipment & Parts names. AYI ranks #1 (47.7% of the industry book) .
All Filings in AYI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,181 | 5,305 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,486,567 | 5,305 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,108,563 | 3,079 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,060,376 | 3,079 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||