Physician Wealth Advisors’s Klaviyo KVYO Stock Holding History

Physician Wealth Advisors’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	–	Sell	-15	Closed	-$292	–	2405
2026 Q1	$292	Buy	+15	New	+$322	﹤0.01%	2009

Other funds holding KVYO

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Physician Wealth Advisors's KVYO Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 15 shares — an estimated $292 sold.

Physician Wealth Advisors first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $292 in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

Physician Wealth Advisors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 15 Klaviyo shares in Q2 2026, an estimated $292.
Physician Wealth Advisors first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
Physician Wealth Advisors's Klaviyo position peaked at $292 in Q1 2026.
277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.