Position in AYI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$469,318
+$64,120 QoQ
Shares Held
1,246
-13.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 632 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $29,885,263 across 2 Electrical Equipment & Parts names. AYI ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
87,856 | $29,415,945 | |
| 2 | AYI |
Acuity Inc. (De)
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|
1,246 | $469,318 |
All Filings in AYI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,318 | 1,246 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $405,198 | 1,446 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $551,581 | 1,532 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $551,024 | 1,600 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $477,344 | 1,600 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $398,711 | 1,514 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||