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 $136M AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return