Elmwood Wealth Management’s Klaviyo KVYO Stock Holding History

Elmwood Wealth Management’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 Q3	$239K	Buy	+15,195	New	+$266K	0.06%	184

Other funds holding KVYO

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Elmwood Wealth Management's KVYO Position: Q3 2026 in Review

Elmwood Wealth Management opened a new position in Klaviyo (KVYO) in Q3 2026: 15,195 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #184 among its holdings.

16 funds tracked by Wall St. Rank hold KVYO as of Q3 2026.

Elmwood Wealth Management held 15,195 shares of Klaviyo worth $239K as of Q3 2026.
Klaviyo was a new Elmwood Wealth Management position in Q3 2026.
Klaviyo made up 0.06% of Elmwood Wealth Management's portfolio in Q3 2026, its #184 holding.
16 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Elmwood Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.