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Measured Wealth Private Client Group’s Klaviyo KVYO Stock Holding History

Measured Wealth Private Client Group’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 		$2.82K Hold
145
– – ﹤0.01% 631
2025
Q4 		$4.71K Hold
145
– – ﹤0.01% 610
2025
Q3 		$4.01K Buy
+145
New +$4.68K ﹤0.01% 614

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

Measured Wealth Private Client Group's KVYO Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Klaviyo (KVYO) position steady in Q1 2026 at 145 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Measured Wealth Private Client Group first reported a position in KVYO in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.71K in Q4 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Measured Wealth Private Client Group held 145 shares of Klaviyo worth $2.82K as of Q1 2026.
  • Measured Wealth Private Client Group left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #631 holding.
  • Measured Wealth Private Client Group first reported a position in Klaviyo in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's Klaviyo position peaked at $4.71K in Q4 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.