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 Q1	–	Sell	-4	Closed	-$130	–	2584
2025 Q4	$130	Buy	+4	New	+$112	﹤0.01%	2477

Other funds holding KVYO

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clearstead Advisors's KVYO Position: Q1 2026 in Review

Clearstead Advisors sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 4 shares — an estimated $130 sold.

Clearstead Advisors first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $130 in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

Clearstead Advisors reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 4 Klaviyo shares in Q1 2026, an estimated $130.
Clearstead Advisors first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
Clearstead Advisors's Klaviyo position peaked at $130 in Q4 2025.
264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.