Corient Private Wealth
KVYO icon

Corient Private Wealth’s Klaviyo KVYO Stock Holding History

Corient Private Wealth’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 		– Sell
-22,800
Closed -$736K – 3159
2026
Q1 		$736K Hold
22,800
– – ﹤0.01% 1818
2025
Q4 		$740K Buy
+22,800
New +$639K ﹤0.01% 1658
2025
Q3 		– Sell
-23,249
Closed -$781K – 2634
2025
Q2 		$781K Buy
23,249
+300
+1% +$9.5K ﹤0.01% 1483
2025
Q1 		$694K Sell
22,949
-7,115
-24% -$287K ﹤0.01% 1443
2024
Q4 		$1.24M Buy
+30,064
New +$1.15M ﹤0.01% 1220

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

Corient Private Wealth's KVYO Position: Q2 2026 in Review

Corient Private Wealth sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 22,800 shares — an estimated $736K sold.

Corient Private Wealth first reported a position in KVYO in Q4 2024 and held it in 5 quarters. The position peaked at $1.24M in Q4 2024. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Corient Private Wealth reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 22,800 Klaviyo shares in Q2 2026, an estimated $736K.
  • Corient Private Wealth first reported a position in Klaviyo in Q4 2024 and held it in 5 quarters.
  • Corient Private Wealth's Klaviyo position peaked at $1.24M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.