Elyxium Wealth’s Klaviyo KVYO Stock Holding History

Elyxium 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 Q3	$440	Buy	+28	New	+$490	﹤0.01%	1420

Other funds holding KVYO

Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Morangie Management Vero Beach, Florida $119M AUM 11.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $291M AUM 52.67% 1-Year Est. Return

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

Elyxium Wealth's KVYO Position: Q3 2026 in Review

Elyxium Wealth opened a new position in Klaviyo (KVYO) in Q3 2026: 28 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings.

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

Elyxium Wealth held 28 shares of Klaviyo worth $440 as of Q3 2026.
Klaviyo was a new Elyxium Wealth position in Q3 2026.
Klaviyo made up ﹤0.01% of Elyxium Wealth's portfolio in Q3 2026, its #1420 holding.
48 funds tracked by Wall St. Rank held Klaviyo as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.