Orion Portfolio Solutions’s KVH Industries KVHI Stock Holding History

Orion Portfolio Solutions’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 Q1	$352K	Buy	66,607 +10,037	+18%	+$57.2K	﹤0.01%	1560
2024 Q4	$322K	Sell	56,570 -8,204	-13%	-$42.1K	﹤0.01%	1523
2024 Q3	$313K	Sell	64,774 -2,350	-4%	-$10.7K	﹤0.01%	1514
2024 Q2	$312K	Buy	67,124 +4,287	+7%	+$21.4K	﹤0.01%	1452
2024 Q1	$320K	Buy	62,837 +512	+0.8%	+$2.52K	﹤0.01%	1437
2023 Q4	$320K	Sell	62,325 -29,841	-32%	-$146K	﹤0.01%	1385
2023 Q3	$470K	Buy	92,166 +10,679	+13%	+$72.3K	0.01%	1223
2023 Q2	$745K	Sell	81,487 -3,267	-4%	-$32.9K	0.01%	1065
2023 Q1	$965K	Buy	+84,754	New	+$867K	0.01%	891

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

NIM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's KVHI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its KVH Industries (KVHI) stake by 18% in Q1 2025, buying an estimated $57.2K and bringing the position to 66,607 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Orion Portfolio Solutions first reported a position in KVHI in Q1 2023 and has held it in 9 quarters since. The position peaked at $965K in Q1 2023. 51 funds tracked by Wall St. Rank hold KVHI as of Q1 2025.

Orion Portfolio Solutions held 66,607 shares of KVH Industries worth $352K as of Q1 2025.
Orion Portfolio Solutions bought 10,037 KVH Industries shares in Q1 2025, an estimated $57.2K.
KVH Industries made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1560 holding.
Orion Portfolio Solutions first reported a position in KVH Industries in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's KVH Industries position peaked at $965K in Q1 2023.
51 funds tracked by Wall St. Rank held KVH Industries as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.