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Crestwood Advisors Group’s Klaviyo KVYO Stock Holding History

Crestwood Advisors Group’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 		$1.94M Sell
128,408
-519
-0.4% -$8.6K 0.03% 247
2026
Q1 		$2.51M Sell
128,927
-10
-0% -$214 0.04% 207
2025
Q4 		$4.19M Buy
128,937
+3
+0% +$84 0.07% 152
2025
Q3 		$3.57M Buy
128,934
+16
+0% +$517 0.06% 161
2025
Q2 		$4.33M Sell
128,918
-23
-0% -$729 0.08% 144
2025
Q1 		$3.9M Buy
+128,941
New +$5.2M 0.07% 145

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

Crestwood Advisors Group's KVYO Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Klaviyo (KVYO) stake by 0.4% in Q2 2026, selling an estimated $8.6K and leaving 128,408 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #247.

Crestwood Advisors Group first reported a position in KVYO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.33M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Crestwood Advisors Group held 128,408 shares of Klaviyo worth $1.94M as of Q2 2026.
  • Crestwood Advisors Group sold 519 Klaviyo shares in Q2 2026, an estimated $8.6K.
  • Klaviyo made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #247 holding.
  • Crestwood Advisors Group first reported a position in Klaviyo in Q1 2025 and has held it in 6 quarters since.
  • Crestwood Advisors Group's Klaviyo position peaked at $4.33M in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.