Kayne Anderson Rudnick Investment Management’s Armstrong World Industries AWI Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio AWI Stock Details AWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143M	Sell	894,083 -90,237	-9%	-$14.7M	0.45%	69
2026 Q1	$162M	Sell	984,320 -220,698	-18%	-$40.4M	0.48%	67
2025 Q4	$230M	Sell	1,205,018 -77,768	-6%	-$14.8M	0.62%	57
2025 Q3	$251M	Sell	1,282,786 -35,118	-3%	-$6.53M	0.61%	58
2025 Q2	$214M	Sell	1,317,904 -20,929	-2%	-$3.11M	0.51%	64
2025 Q1	$189M	Buy	1,338,833 +8,762	+0.7%	+$1.29M	0.46%	69
2024 Q4	$188M	Sell	1,330,071 -8,634	-0.6%	-$1.27M	0.43%	73
2024 Q3	$176M	Sell	1,338,705 -45,383	-3%	-$5.61M	0.39%	71
2024 Q2	$157M	Sell	1,384,088 -46,663	-3%	-$5.41M	0.38%	76
2024 Q1	$178M	Sell	1,430,751 -23,691	-2%	-$2.61M	0.41%	71
2023 Q4	$143M	Sell	1,454,442 -47,442	-3%	-$3.92M	0.36%	80
2023 Q3	$108M	Sell	1,501,884 -35,482	-2%	-$2.65M	0.31%	91
2023 Q2	$113M	Sell	1,537,366 -74,532	-5%	-$5.07M	0.32%	91
2023 Q1	$115M	Buy	1,611,898 +23,978	+2%	+$1.8M	0.34%	87
2022 Q4	$109M	Sell	1,587,920 -156,613	-9%	-$11.8M	0.34%	83
2022 Q3	$138M	Sell	1,744,533 -29,055	-2%	-$2.46M	0.46%	71
2022 Q2	$133M	Sell	1,773,588 -85,702	-5%	-$7.25M	0.42%	75
2022 Q1	$167M	Sell	1,859,290 -22,749	-1%	-$2.2M	0.45%	71
2021 Q4	$219M	Buy	1,882,039 +12,540	+0.7%	+$1.35M	0.5%	66
2021 Q3	$178M	Buy	1,869,499 +8,271	+0.4%	+$867K	0.43%	75
2021 Q2	$200M	Buy	1,861,228 +247,436	+15%	+$25.5M	0.49%	72
2021 Q1	$145M	Buy	1,613,792 +139,986	+9%	+$11.9M	0.39%	86
2020 Q4	$110M	Buy	1,473,806 +567,859	+63%	+$41M	0.32%	94
2020 Q3	$62.3M	Buy	905,947 +394,649	+77%	+$28.9M	0.23%	108
2020 Q2	$39.9M	Buy	+511,298	New	+$38.8M	0.17%	121

Other funds holding AWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's AWI Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Armstrong World Industries (AWI) stake by 9.2% in Q2 2026, selling an estimated $14.7M and leaving 894,083 shares worth $143M. The position accounts for 0.45% of the portfolio, ranked #69.

Kayne Anderson Rudnick Investment Management first reported a position in AWI in Q2 2020 and has held it in 25 quarters since. The position peaked at $251M in Q3 2025. 477 funds tracked by Wall St. Rank hold AWI as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 894,083 shares of Armstrong World Industries worth $143M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 90,237 Armstrong World Industries shares in Q2 2026, an estimated $14.7M.
Armstrong World Industries made up 0.45% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #69 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Armstrong World Industries in Q2 2020 and has held it in 25 quarters since.
Kayne Anderson Rudnick Investment Management's Armstrong World Industries position peaked at $251M in Q3 2025.
477 funds tracked by Wall St. Rank held Armstrong World Industries as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.