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Coldstream Capital Management’s KVH Industries KVHI Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-2,836
Closed -$15K – 2303
2025
Q1 		$15K Buy
+2,836
New +$16.2K ﹤0.01% 2223

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Coldstream Capital Management's KVHI Position: Q2 2025 in Review

Coldstream Capital Management sold out of KVH Industries (KVHI) in Q2 2025, closing a stake of 2,836 shares — an estimated $15K sold.

Coldstream Capital Management first reported a position in KVHI in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 48 funds tracked by Wall St. Rank hold KVHI as of Q2 2025.

  • Coldstream Capital Management reported no remaining KVH Industries position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,836 KVH Industries shares in Q2 2025, an estimated $15K.
  • Coldstream Capital Management first reported a position in KVH Industries in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's KVH Industries position peaked at $15K in Q1 2025.
  • 48 funds tracked by Wall St. Rank held KVH Industries as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.