Integrated Wealth Concepts’s Klaviyo KVYO Stock Holding History

Integrated Wealth Concepts’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	$6.58M	Buy	435,581 +5,761	+1%	+$95.5K	0.03%	492
2026 Q1	$8.36M	Buy	429,820 +364,181	+555%	+$7.81M	0.07%	276
2025 Q4	$2.13M	Sell	65,639 -532,535	-89%	-$14.9M	0.03%	516
2025 Q3	$16.6M	Sell	598,174 -232,277	-28%	-$7.5M	0.15%	137
2025 Q2	$27.9M	Buy	830,451 +680,818	+455%	+$21.6M	0.28%	75
2025 Q1	$4.53M	Buy	149,633 +5,019	+3%	+$202K	0.05%	340
2024 Q4	$5.96M	Buy	144,614 +84	+0.1%	+$3.21K	0.07%	260
2024 Q3	$5.11M	Buy	+144,530	New	+$4.19M	0.06%	283

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Integrated Wealth Concepts's KVYO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Klaviyo (KVYO) stake by 1.3% in Q2 2026, buying an estimated $95.5K and bringing the position to 435,581 shares worth $6.58M. The position accounts for 0.03% of the portfolio, ranked #492.

Integrated Wealth Concepts first reported a position in KVYO in Q3 2024 and has held it in 8 quarters since. The position peaked at $27.9M in Q2 2025. 276 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Integrated Wealth Concepts held 435,581 shares of Klaviyo worth $6.58M as of Q2 2026.
Integrated Wealth Concepts bought 5,761 Klaviyo shares in Q2 2026, an estimated $95.5K.
Klaviyo made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #492 holding.
Integrated Wealth Concepts first reported a position in Klaviyo in Q3 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's Klaviyo position peaked at $27.9M in Q2 2025.
276 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.