Avion Wealth’s Klaviyo KVYO Stock Holding History

Avion Wealth’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 Q1	$1K	Buy	56 +38	+211%	+$815	﹤0.01%	1074
2025 Q4	$0	Buy	+18	New	+$504	﹤0.01%	1429

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avion Wealth's KVYO Position: Q1 2026 in Review

Avion Wealth increased its Klaviyo (KVYO) stake by 211% in Q1 2026, buying an estimated $815 and bringing the position to 56 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Avion Wealth first reported a position in KVYO in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Avion Wealth held 56 shares of Klaviyo worth $1K as of Q1 2026.
Avion Wealth bought 38 Klaviyo shares in Q1 2026, an estimated $815.
Klaviyo made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1074 holding.
Avion Wealth first reported a position in Klaviyo in Q4 2025 and has held it in 2 quarters since.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.