Bogart Wealth LLC
KVYO icon

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
Q2 		$2.39K Buy
158
+97
+159% +$1.61K ﹤0.01% 1413
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 $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
Whale Rock Capital Management
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

Bogart Wealth LLC's KVYO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Klaviyo (KVYO) stake by 159% in Q2 2026, buying an estimated $1.61K and bringing the position to 158 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Bogart Wealth LLC first reported a position in KVYO in Q4 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Bogart Wealth LLC held 158 shares of Klaviyo worth $2.39K as of Q2 2026.
  • Bogart Wealth LLC bought 97 Klaviyo shares in Q2 2026, an estimated $1.61K.
  • Klaviyo made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1413 holding.
  • Bogart Wealth LLC first reported a position in Klaviyo in Q4 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.