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Bogart Wealth LLC’s Klaviyo KVYO Stock Holding History

Bogart Wealth LLC’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 		$1.19K Buy
61
+27
+79% +$579 ﹤0.01% 1402
2025
Q4 		$1.1K Buy
+34
New +$952 ﹤0.01% 1296

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bogart Wealth LLC's KVYO Position: Q1 2026 in Review

Bogart Wealth LLC increased its Klaviyo (KVYO) stake by 79% in Q1 2026, buying an estimated $579 and bringing the position to 61 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Bogart Wealth LLC 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.

  • Bogart Wealth LLC held 61 shares of Klaviyo worth $1.19K as of Q1 2026.
  • Bogart Wealth LLC bought 27 Klaviyo shares in Q1 2026, an estimated $579.
  • Klaviyo made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1402 holding.
  • Bogart Wealth LLC 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 Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.