NewEdge Advisors’s KVH Industries KVHI Stock Holding History

NewEdge Advisors’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
2026 Q1	$21.4K	Sell	2,383 -29,183	-92%	-$204K	﹤0.01%	3171
2025 Q4	$220K	Buy	31,566 +15,469	+96%	+$93.4K	﹤0.01%	2528
2025 Q3	$90.1K	Buy	+16,097	New	+$89.4K	﹤0.01%	2635
2024 Q2	–	Sell	-206	Closed	-$1.05K	–	3911
2024 Q1	$1.05K	Sell	206 -400	-66%	-$1.97K	﹤0.01%	3488
2023 Q4	$3.19K	Buy	+606	New	+$2.96K	﹤0.01%	3245
2023 Q1	–	Sell	-207	Closed	-$2.12K	–	3828
2022 Q4	$2.12K	Buy	+207	New	+$2.1K	﹤0.01%	2827

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

PCM

Potomac Capital Management New York $115M AUM

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

NewEdge Advisors's KVHI Position: Q1 2026 in Review

NewEdge Advisors reduced its KVH Industries (KVHI) stake by 92% in Q1 2026, selling an estimated $204K and leaving 2,383 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3171.

NewEdge Advisors first reported a position in KVHI in Q4 2022 and has held it in 6 quarters since. The position peaked at $220K in Q4 2025. 69 funds tracked by Wall St. Rank hold KVHI as of Q1 2026.

NewEdge Advisors held 2,383 shares of KVH Industries worth $21.4K as of Q1 2026.
NewEdge Advisors sold 29,183 KVH Industries shares in Q1 2026, an estimated $204K.
KVH Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3171 holding.
NewEdge Advisors first reported a position in KVH Industries in Q4 2022 and has held it in 6 quarters since.
NewEdge Advisors's KVH Industries position peaked at $220K in Q4 2025.
69 funds tracked by Wall St. Rank held KVH Industries as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.