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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
Q2 		$0 Sell
34
-22
-39% -$365 ﹤0.01% 1591
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

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avion Wealth's KVYO Position: Q2 2026 in Review

Avion Wealth reduced its Klaviyo (KVYO) stake by 39% in Q2 2026, selling an estimated $365 and leaving 34 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Avion Wealth first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Avion Wealth held 34 shares of Klaviyo worth $0 as of Q2 2026.
  • Avion Wealth sold 22 Klaviyo shares in Q2 2026, an estimated $365.
  • Klaviyo made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1591 holding.
  • Avion Wealth first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • Avion Wealth's Klaviyo position peaked at $1K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.