Carson Wealth (CWM LLC)
KVYO icon

Carson Wealth (CWM LLC)’s Klaviyo KVYO Stock Holding History

Carson Wealth (CWM 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 		$1.01M Buy
51,792
+48,360
+1,409% +$1.04M ﹤0.01% 1533
2025
Q4 		$111K Sell
3,432
-117
-3% -$3.28K ﹤0.01% 2987
2025
Q3 		$98K Sell
3,549
-9
-0.3% -$291 ﹤0.01% 3007
2025
Q2 		$119K Buy
3,558
+2,628
+283% +$83.3K ﹤0.01% 2572
2025
Q1 		$28K Buy
930
+646
+227% +$26.1K ﹤0.01% 3445
2024
Q4 		$12K Sell
284
-86
-23% -$3.28K ﹤0.01% 3767
2024
Q3 		$13K Sell
370
-235
-39% -$6.81K ﹤0.01% 3629
2024
Q2 		$15K Buy
605
+40
+7% +$936 ﹤0.01% 3303
2024
Q1 		$14K Buy
565
+196
+53% +$5.24K ﹤0.01% 3136
2023
Q4 		$10K Buy
+369
New +$10.9K ﹤0.01% 3184

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KVYO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Klaviyo (KVYO) stake by 1,409% in Q1 2026, buying an estimated $1.04M and bringing the position to 51,792 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Carson Wealth (CWM LLC) first reported a position in KVYO in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 51,792 shares of Klaviyo worth $1.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 48,360 Klaviyo shares in Q1 2026, an estimated $1.04M.
  • Klaviyo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1533 holding.
  • Carson Wealth (CWM LLC) first reported a position in Klaviyo in Q4 2023 and has held it in 10 quarters since.
  • 266 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.