EverSource Wealth Advisors
KVYO icon

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
Q2 		$31.8K Sell
2,104
-1,698
-45% -$28.1K ﹤0.01% 2097
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 $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
Whale Rock Capital Management
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

EverSource Wealth Advisors's KVYO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Klaviyo (KVYO) stake by 45% in Q2 2026, selling an estimated $28.1K and leaving 2,104 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

EverSource Wealth Advisors first reported a position in KVYO in Q4 2024 and has held it in 7 quarters since. The position peaked at $74K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • EverSource Wealth Advisors held 2,104 shares of Klaviyo worth $31.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,698 Klaviyo shares in Q2 2026, an estimated $28.1K.
  • Klaviyo made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2097 holding.
  • EverSource Wealth Advisors first reported a position in Klaviyo in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Klaviyo position peaked at $74K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.