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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $98.6M | Sell |
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|
2025
Q4 | $472M | Buy |
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|
2025
Q3 | $296M | Buy |
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|
2025
Q2 | $149M | Buy |
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|
2025
Q1 | $41.5M | Buy |
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|
2024
Q4 | $45.2M | Sell |
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|
2024
Q3 | $47.2M | Sell |
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|
2024
Q2 | $44.5M | Buy |
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|
2024
Q1 | $14M | Sell |
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|
2023
Q4 | $23.8M | Buy |
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|
2023
Q3 | $13.7M | Buy |
|