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Clearstead Advisors’s Klaviyo KVYO Stock Holding History

Clearstead 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 		$3.14K Buy
+208
New +$3.45K ﹤0.01% 2319
2026
Q1 		– Sell
-4
Closed -$130 – 2584
2025
Q4 		$130 Buy
+4
New +$112 ﹤0.01% 2477

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

Clearstead Advisors's KVYO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Klaviyo (KVYO) in Q2 2026: 208 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2319 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KVYO as recently as Q4 2025.

Clearstead Advisors first reported a position in KVYO in Q4 2025 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Clearstead Advisors held 208 shares of Klaviyo worth $3.14K as of Q2 2026.
  • Klaviyo was a new Clearstead Advisors position in Q2 2026.
  • Klaviyo made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2319 holding.
  • Clearstead Advisors first reported a position in Klaviyo in Q4 2025 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.