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Activest Wealth Management’s Klaviyo KVYO Stock Holding History

Activest Wealth Management’s Portfolio KVYO Stock Details KVYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.04K Buy
466
+373
+401% +$6.18K ﹤0.01% 660
2026
Q1 		$1.81K Buy
93
+17
+22% +$365 ﹤0.01% 970
2025
Q4 		$2.47K Sell
76
-42
-36% -$1.18K ﹤0.01% 860
2025
Q3 		$3.27K Buy
+118
New +$3.81K ﹤0.01% 714

Other funds holding KVYO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Activest Wealth Management's KVYO Position: Q2 2026 in Review

Activest Wealth Management increased its Klaviyo (KVYO) stake by 401% in Q2 2026, buying an estimated $6.18K and bringing the position to 466 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Activest Wealth Management first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Activest Wealth Management held 466 shares of Klaviyo worth $7.04K as of Q2 2026.
  • Activest Wealth Management bought 373 Klaviyo shares in Q2 2026, an estimated $6.18K.
  • Klaviyo made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #660 holding.
  • Activest Wealth Management first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.