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
Q1 		$736K Hold
22,800
– – ﹤0.01% 1818
2025
Q4 		$740K Buy
+22,800
New +$639K ﹤0.01% 2064
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 $670M AUM 6.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth's KVYO Position: Q1 2026 in Review

Corient Private Wealth held its Klaviyo (KVYO) position steady in Q1 2026 at 22,800 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Corient Private Wealth first reported a position in KVYO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Corient Private Wealth held 22,800 shares of Klaviyo worth $736K as of Q1 2026.
  • Corient Private Wealth left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1818 holding.
  • Corient Private Wealth first reported a position in Klaviyo in Q4 2024 and has held it in 5 quarters since.
  • Corient Private Wealth's Klaviyo position peaked at $1.24M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.