Morgan Stanley’s Klaviyo KVYO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$149M Buy
2025
Q1
$41.5M Buy
2024
Q4
$45.2M Sell
2024
Q3
$47.2M Sell
2024
Q2
$44.5M Buy
2024
Q1
$14M Sell
2023
Q4
$23.8M Buy
2023
Q3
$13.7M Buy