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Basecamp Wealth Advisors’s Klaviyo KVYO Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-10
Closed -$195 – 1920
2026
Q1 		$195 Sell
10
-7
-41% -$150 ﹤0.01% 1864
2025
Q4 		$552 Buy
+17
New +$476 ﹤0.01% 1613

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

Basecamp Wealth Advisors's KVYO Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 10 shares — an estimated $195 sold.

Basecamp Wealth Advisors first reported a position in KVYO in Q4 2025 and held it in 2 quarters. The position peaked at $552 in Q4 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 10 Klaviyo shares in Q2 2026, an estimated $195.
  • Basecamp Wealth Advisors first reported a position in Klaviyo in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Klaviyo position peaked at $552 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.