Carson Wealth (CWM LLC)
KVHI icon

Carson Wealth (CWM LLC)’s KVH Industries KVHI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-68
Closed – – 5416
2025
Q2 		$0 Buy
+68
New +$351 ﹤0.01% 5216
2024
Q3 		– Sell
-1,499
Closed -$7K – 4988
2024
Q2 		$7K Buy
1,499
+61
+4% +$304 ﹤0.01% 3717
2024
Q1 		$7K Buy
1,438
+866
+151% +$4.26K ﹤0.01% 3515
2023
Q4 		$3K Sell
572
-2,121
-79% -$10.4K ﹤0.01% 3710
2023
Q3 		$14K Buy
2,693
+2,388
+783% +$16.2K ﹤0.01% 2926
2023
Q2 		$3K Buy
+305
New +$3.07K ﹤0.01% 3653
2022
Q2 		– Sell
-1,277
Closed -$12K – 3957
2022
Q1 		$12K Sell
1,277
-5,124
-80% -$45.8K ﹤0.01% 2377
2021
Q4 		$59K Buy
+6,401
New +$64.2K ﹤0.01% 1506
2021
Q2 		$76K Hold
6,173
– – ﹤0.01% 1236
2021
Q1 		$76K Hold
6,173
– – ﹤0.01% 1236
2020
Q4 		$76K Hold
6,173
– – ﹤0.01% 1236
2020
Q3 		$76K Hold
6,173
– – ﹤0.01% 1236
2020
Q2 		$76K Hold
6,173
– – ﹤0.01% 1236
2020
Q1 		$76K Hold
6,173
– – ﹤0.01% 1236
2019
Q4 		$76K Hold
6,173
– – ﹤0.01% 1236
2019
Q3 		$76K Hold
6,173
– – ﹤0.01% 1236
2019
Q2 		$76K Hold
6,173
– – ﹤0.01% 1236
2019
Q1 		$76K Buy
+6,173
New +$67.7K ﹤0.01% 1236

Other funds holding KVHI

BDCMI
Black Diamond Capital Management I St. Thomas $151M AUM 19.79% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KVHI Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of KVH Industries (KVHI) in Q3 2025, closing a stake of 68 shares.

Carson Wealth (CWM LLC) first reported a position in KVHI in Q1 2019 and held it in 18 quarters. The position peaked at $76K in Q2 2021. 48 funds tracked by Wall St. Rank hold KVHI as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining KVH Industries position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 68 KVH Industries shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in KVH Industries in Q1 2019 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s KVH Industries position peaked at $76K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held KVH Industries as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.