Northwestern Mutual Wealth Management
KVYO icon

Northwestern Mutual Wealth Management’s Klaviyo KVYO Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$3.87K Hold
199
– – ﹤0.01% 3393
2025
Q4 		$6.46K Sell
199
-252
-56% -$7.06K ﹤0.01% 3140
2025
Q3 		$12.5K Buy
451
+399
+767% +$12.9K ﹤0.01% 2832
2025
Q2 		$1.75K Buy
+52
New +$1.65K ﹤0.01% 3288
2025
Q1 		– Sell
-18
Closed -$742 – 3817
2024
Q4 		$742 Sell
18
-70
-80% -$2.67K ﹤0.01% 3335
2024
Q3 		$3.11K Buy
+88
New +$2.55K ﹤0.01% 3024

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

Northwestern Mutual Wealth Management's KVYO Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Klaviyo (KVYO) position steady in Q1 2026 at 199 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3393.

Northwestern Mutual Wealth Management first reported a position in KVYO in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.5K in Q3 2025. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Northwestern Mutual Wealth Management held 199 shares of Klaviyo worth $3.87K as of Q1 2026.
  • Northwestern Mutual Wealth Management left its Klaviyo share count unchanged in Q1 2026.
  • Klaviyo made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3393 holding.
  • Northwestern Mutual Wealth Management first reported a position in Klaviyo in Q3 2024 and has held it in 6 quarters since.
  • Northwestern Mutual Wealth Management's Klaviyo position peaked at $12.5K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.