MAM
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Marquette Asset Management’s Klaviyo KVYO Stock Holding History

Marquette Asset Management’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 		– Sell
-242
Closed -$4.71K – 904
2026
Q1 		$4.71K Buy
242
+112
+86% +$2.4K ﹤0.01% 367
2025
Q4 		$4.22K Buy
130
+67
+106% +$1.88K ﹤0.01% 355
2025
Q3 		$1.75K Buy
+63
New +$2.04K ﹤0.01% 581

Other funds holding KVYO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Marquette Asset Management's KVYO Position: Q2 2026 in Review

Marquette Asset Management sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 242 shares — an estimated $4.71K sold.

Marquette Asset Management first reported a position in KVYO in Q3 2025 and held it in 3 quarters. The position peaked at $4.71K in Q1 2026. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Marquette Asset Management reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Marquette Asset Management sold 242 Klaviyo shares in Q2 2026, an estimated $4.71K.
  • Marquette Asset Management first reported a position in Klaviyo in Q3 2025 and held it in 3 quarters.
  • Marquette Asset Management's Klaviyo position peaked at $4.71K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.