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Bell Investment Advisors’s Klaviyo KVYO Stock Holding History

Bell Investment 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
-164
Closed -$3.19K – 1871
2026
Q1 		$3.19K Buy
164
+134
+447% +$2.87K ﹤0.01% 1144
2025
Q4 		$975 Buy
30
+13
+76% +$364 ﹤0.01% 1553
2025
Q3 		$471 Hold
17
– – ﹤0.01% 1787
2025
Q2 		$571 Buy
17
+4
+31% +$127 ﹤0.01% 1735
2025
Q1 		$394 Hold
13
– – ﹤0.01% 1823
2024
Q4 		$537 Buy
+13
New +$496 ﹤0.01% 1746

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

Bell Investment Advisors's KVYO Position: Q2 2026 in Review

Bell Investment Advisors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 164 shares — an estimated $3.19K sold.

Bell Investment Advisors first reported a position in KVYO in Q4 2024 and held it in 6 quarters. The position peaked at $3.19K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Bell Investment Advisors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 164 Klaviyo shares in Q2 2026, an estimated $3.19K.
  • Bell Investment Advisors first reported a position in Klaviyo in Q4 2024 and held it in 6 quarters.
  • Bell Investment Advisors's Klaviyo position peaked at $3.19K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.