Focus Partners Wealth
KVYO icon

Focus Partners Wealth’s Klaviyo KVYO Stock Holding History

Focus Partners 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
Q1 		$2.75M Buy
141,132
+6,580
+5% +$141K ﹤0.01% 1172
2025
Q4 		$4.37M Buy
134,552
+384
+0.3% +$10.8K 0.01% 987
2025
Q3 		$3.72M Sell
134,168
-794,374
-86% -$25.7M 0.01% 843
2025
Q2 		$31.2M Buy
928,542
+10,929
+1% +$346K 0.07% 266
2025
Q1 		$27.8M Sell
917,613
-24,910
-3% -$1M 0.07% 265
2024
Q4 		$38.9M Buy
+942,523
New +$36M 0.1% 194
2024
Q3 		– Sell
-1,062,600
Closed -$25.9M – 1657
2024
Q2 		$25.9M Sell
1,062,600
-23,539
-2% -$551K 0.09% 210
2024
Q1 		$24.5M Buy
+1,086,139
New +$29M 0.2% 131

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 $5.7T AUM 30.48% 1-Year Est. Return