Osaic Holdings
KVHI icon

Osaic Holdings’s KVH Industries KVHI Stock Holding History

Osaic Holdings’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 		$7.17K Sell
800
-90
-10% -$629 ﹤0.01% 6485
2025
Q4 		$6.2K Buy
890
+119
+15% +$719 ﹤0.01% 6578
2025
Q3 		$4.32K Buy
771
+75
+11% +$416 ﹤0.01% 6833
2025
Q2 		$3.71K Buy
696
+475
+215% +$2.45K ﹤0.01% 6706
2025
Q1 		$1.17K Sell
221
-1,312
-86% -$7.47K ﹤0.01% 6771
2024
Q4 		$8.74K Buy
1,533
+450
+42% +$2.31K ﹤0.01% 5881
2024
Q3 		$5.23K Buy
1,083
+717
+196% +$3.26K ﹤0.01% 6169
2024
Q2 		$1.7K Buy
366
+292
+395% +$1.46K ﹤0.01% 6653
2024
Q1 		$377 Buy
+74
New +$364 ﹤0.01% 6876
2023
Q3 		– Sell
-314
Closed -$2.87K – 7467
2023
Q2 		$2.87K Sell
314
-138
-31% -$1.39K ﹤0.01% 6535
2023
Q1 		$5.14K Sell
452
-512
-53% -$5.24K ﹤0.01% 6310
2022
Q4 		$10K Hold
964
– – ﹤0.01% 5932
2022
Q3 		$9K Sell
964
-1,200
-55% -$10.8K ﹤0.01% 6068
2022
Q2 		$19K Hold
2,164
– – ﹤0.01% 5652
2022
Q1 		$3.09M Hold
2,164
– – 0.01% 1567
2021
Q4 		$20K Sell
2,164
-1,400
-39% -$14.1K ﹤0.01% 5791
2021
Q3 		$35K Buy
3,564
+14
+0.4% +$152 ﹤0.01% 5380
2021
Q2 		$44K Buy
3,550
+1,100
+45% +$14.9K ﹤0.01% 5137
2021
Q1 		$31K Sell
2,450
-100
-4% -$1.33K ﹤0.01% 5212
2020
Q4 		$29K Buy
2,550
+650
+34% +$6.43K ﹤0.01% 4933
2020
Q3 		$17K Sell
1,900
-430
-18% -$3.61K ﹤0.01% 5002
2020
Q2 		$21K Hold
2,330
– – ﹤0.01% 4768
2020
Q1 		$22K Buy
+2,330
New +$23.9K ﹤0.01% 4568

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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 $148M AUM 89.92% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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

Osaic Holdings's KVHI Position: Q1 2026 in Review

Osaic Holdings reduced its KVH Industries (KVHI) stake by 10% in Q1 2026, selling an estimated $629 and leaving 800 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #6485.

Osaic Holdings first reported a position in KVHI in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.09M in Q1 2022. 69 funds tracked by Wall St. Rank hold KVHI as of Q1 2026.

  • Osaic Holdings held 800 shares of KVH Industries worth $7.17K as of Q1 2026.
  • Osaic Holdings sold 90 KVH Industries shares in Q1 2026, an estimated $629.
  • KVH Industries made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6485 holding.
  • Osaic Holdings first reported a position in KVH Industries in Q1 2020 and has held it in 23 quarters since.
  • Osaic Holdings's KVH Industries position peaked at $3.09M in Q1 2022.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.