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Private Wealth Management Group’s Klaviyo KVYO Stock Holding History

Private Wealth Management Group’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 		$1.98K Buy
131
+36
+38% +$597 ﹤0.01% 1170
2026
Q1 		$1.85K Buy
+95
New +$2.04K ﹤0.01% 1105

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

Private Wealth Management Group's KVYO Position: Q2 2026 in Review

Private Wealth Management Group increased its Klaviyo (KVYO) stake by 38% in Q2 2026, buying an estimated $597 and bringing the position to 131 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Private Wealth Management Group first reported a position in KVYO in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Private Wealth Management Group held 131 shares of Klaviyo worth $1.98K as of Q2 2026.
  • Private Wealth Management Group bought 36 Klaviyo shares in Q2 2026, an estimated $597.
  • Klaviyo made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1170 holding.
  • Private Wealth Management Group first reported a position in Klaviyo in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.