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O'Shaughnessy Asset Management’s KVH Industries KVHI Stock Holding History

O'Shaughnessy Asset 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
2026
Q2 		$1.25M Buy
125,634
+32,211
+34% +$308K 0.01% 1143
2026
Q1 		$837K Buy
93,423
+18,730
+25% +$131K ﹤0.01% 1273
2025
Q4 		$521K Buy
+74,693
New +$451K ﹤0.01% 1482

Other funds holding KVHI

BDCMI
Black Diamond Capital Management I St. Thomas $151M AUM 19.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's KVHI Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its KVH Industries (KVHI) stake by 34% in Q2 2026, buying an estimated $308K and bringing the position to 125,634 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1143.

O'Shaughnessy Asset Management first reported a position in KVHI in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold KVHI as of Q2 2026.

  • O'Shaughnessy Asset Management held 125,634 shares of KVH Industries worth $1.25M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 32,211 KVH Industries shares in Q2 2026, an estimated $308K.
  • KVH Industries made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1143 holding.
  • O'Shaughnessy Asset Management first reported a position in KVH Industries in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held KVH Industries as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.