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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
Q1 		$292 Buy
+15
New +$322 ﹤0.01% 2009

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

Physician Wealth Advisors's KVYO Position: Q1 2026 in Review

Physician Wealth Advisors opened a new position in Klaviyo (KVYO) in Q1 2026: 15 shares worth $292. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings.

264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Physician Wealth Advisors held 15 shares of Klaviyo worth $292 as of Q1 2026.
  • Klaviyo was a new Physician Wealth Advisors position in Q1 2026.
  • Klaviyo made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #2009 holding.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.