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EverSource Wealth Advisors’s Klaviyo KVYO Stock Holding History

EverSource Wealth Advisors’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 		$74K Buy
3,802
+3,628
+2,085% +$77.8K ﹤0.01% 1617
2025
Q4 		$5.65K Sell
174
-63
-27% -$1.76K ﹤0.01% 3079
2025
Q3 		$6.56K Buy
237
+29
+14% +$937 ﹤0.01% 3027
2025
Q2 		$6.98K Buy
208
+174
+512% +$5.51K ﹤0.01% 3009
2025
Q1 		$1.03K Buy
34
+14
+70% +$565 ﹤0.01% 3218
2024
Q4 		$825 Buy
+20
New +$764 ﹤0.01% 3030

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

EverSource Wealth Advisors's KVYO Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Klaviyo (KVYO) stake by 2,085% in Q1 2026, buying an estimated $77.8K and bringing the position to 3,802 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

EverSource Wealth Advisors first reported a position in KVYO in Q4 2024 and has held it in 6 quarters since. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • EverSource Wealth Advisors held 3,802 shares of Klaviyo worth $74K as of Q1 2026.
  • EverSource Wealth Advisors bought 3,628 Klaviyo shares in Q1 2026, an estimated $77.8K.
  • Klaviyo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1617 holding.
  • EverSource Wealth Advisors first reported a position in Klaviyo in Q4 2024 and has held it in 6 quarters since.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.