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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
Q2 		$2.19K Hold
145
– – ﹤0.01% 639
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 $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
WRCM
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

Measured Wealth Private Client Group's KVYO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Klaviyo (KVYO) position steady in Q2 2026 at 145 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Measured Wealth Private Client Group first reported a position in KVYO in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.71K in Q4 2025. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Measured Wealth Private Client Group held 145 shares of Klaviyo worth $2.19K as of Q2 2026.
  • Measured Wealth Private Client Group left its Klaviyo share count unchanged in Q2 2026.
  • Klaviyo made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #639 holding.
  • Measured Wealth Private Client Group first reported a position in Klaviyo in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Klaviyo position peaked at $4.71K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.