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
Q2 		$1.03M Buy
68,347
+68,148
+34,245% +$1.13M ﹤0.01% 1389
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 $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

Northwestern Mutual Wealth Management's KVYO Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Klaviyo (KVYO) stake by 34,245% in Q2 2026, buying an estimated $1.13M and bringing the position to 68,347 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Northwestern Mutual Wealth Management first reported a position in KVYO in Q3 2024 and has held it in 7 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Northwestern Mutual Wealth Management held 68,347 shares of Klaviyo worth $1.03M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 68,148 Klaviyo shares in Q2 2026, an estimated $1.13M.
  • Klaviyo made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1389 holding.
  • Northwestern Mutual Wealth Management first reported a position in Klaviyo in Q3 2024 and has held it in 7 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.