Kanawha Capital Management’s Applied Industrial Technologies AIT Stock Holding History

Kanawha Capital Management’s Portfolio AIT Stock Details AIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$893K	Hold	3,365	–	–	0.06%	138
2025 Q4	$864K	Hold	3,365	–	–	0.06%	135
2025 Q3	$878K	Sell	3,365 -750	-18%	-$197K	0.06%	132
2025 Q2	$957K	Sell	4,115 -470	-10%	-$107K	0.07%	127
2025 Q1	$1.03M	Hold	4,585	–	–	0.08%	115
2024 Q4	$1.1M	Hold	4,585	–	–	0.09%	110
2024 Q3	$1.02M	Hold	4,585	–	–	0.07%	123
2024 Q2	$889K	Hold	4,585	–	–	0.07%	130
2024 Q1	$906K	Hold	4,585	–	–	0.07%	124
2023 Q4	$792K	Hold	4,585	–	–	0.07%	118
2023 Q3	$709K	Hold	4,585	–	–	0.07%	124
2023 Q2	$664K	Hold	4,585	–	–	0.06%	130
2023 Q1	$652K	Hold	4,585	–	–	0.06%	129
2022 Q4	$578K	Sell	4,585 -155	-3%	-$19K	0.06%	139
2022 Q3	$487K	Hold	4,740	–	–	0.05%	139
2022 Q2	$456K	Hold	4,740	–	–	0.05%	143
2022 Q1	$487K	Hold	4,740	–	–	0.04%	144
2021 Q4	$487K	Hold	4,740	–	–	0.04%	150
2021 Q3	$427K	Hold	4,740	–	–	0.04%	153
2021 Q2	$432K	Hold	4,740	–	–	0.04%	158
2021 Q1	$432K	Hold	4,740	–	–	0.04%	147
2020 Q4	$370K	Sell	4,740 -15	-0.3%	-$1.05K	0.04%	158
2020 Q3	$262K	Hold	4,755	–	–	0.03%	171
2020 Q2	$297K	Hold	4,755	–	–	0.04%	163
2020 Q1	$217K	Hold	4,755	–	–	0.03%	170
2019 Q4	$317K	Sell	4,755 -910	-16%	-$55.8K	0.04%	163
2019 Q3	$322K	Hold	5,665	–	–	0.04%	154
2019 Q2	$349K	Sell	5,665 -810	-13%	-$47.3K	0.05%	143
2019 Q1	$385K	Sell	6,475 -525	-8%	-$30.4K	0.05%	136
2018 Q4	$378K	Hold	7,000	–	–	0.06%	135
2018 Q3	$548K	Buy	7,000 +700	+11%	+$53K	0.08%	115
2018 Q2	$442K	Hold	6,300	–	–	0.07%	126
2018 Q1	$459K	Hold	6,300	–	–	0.07%	125
2017 Q4	$429K	Hold	6,300	–	–	0.06%	128
2017 Q3	$415K	Hold	6,300	–	–	0.06%	132
2017 Q2	$372K	Sell	6,300 -200	-3%	-$12.3K	0.06%	138
2017 Q1	$402K	Hold	6,500	–	–	0.06%	132
2016 Q4	$386K	Hold	6,500	–	–	0.06%	129
2016 Q3	$304K	Hold	6,500	–	–	0.05%	148
2016 Q2	$293K	Hold	6,500	–	–	0.05%	148
2016 Q1	$282K	Hold	6,500	–	–	0.05%	142
2015 Q4	$263K	Hold	6,500	–	–	0.05%	140
2015 Q3	$248K	Hold	6,500	–	–	0.05%	138
2015 Q2	$258K	Hold	6,500	–	–	0.05%	146
2015 Q1	$295K	Hold	6,500	–	–	0.05%	138
2014 Q4	$296K	Hold	6,500	–	–	0.05%	132
2014 Q3	$297K	Hold	6,500	–	–	0.05%	131
2014 Q2	$330K	Hold	6,500	–	–	0.06%	128
2014 Q1	$314K	Hold	6,500	–	–	0.06%	130
2013 Q4	$319K	Hold	6,500	–	–	0.06%	124
2013 Q3	$335K	Hold	6,500	–	–	0.07%	118
2013 Q2	$314K	Buy	+6,500	New	+$296K	0.07%	122

Other funds holding AIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Kanawha Capital Management's AIT Position: Q1 2026 in Review

Kanawha Capital Management held its Applied Industrial Technologies (AIT) position steady in Q1 2026 at 3,365 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #138.

Kanawha Capital Management first reported a position in AIT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.1M in Q4 2024. 582 funds tracked by Wall St. Rank hold AIT as of Q1 2026.

Kanawha Capital Management held 3,365 shares of Applied Industrial Technologies worth $893K as of Q1 2026.
Kanawha Capital Management left its Applied Industrial Technologies share count unchanged in Q1 2026.
Applied Industrial Technologies made up 0.06% of Kanawha Capital Management's portfolio in Q1 2026, its #138 holding.
Kanawha Capital Management first reported a position in Applied Industrial Technologies in Q2 2013 and has held it in 52 quarters since.
Kanawha Capital Management's Applied Industrial Technologies position peaked at $1.1M in Q4 2024.
582 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.