SageView Advisory Group’s Klaviyo KVYO Stock Holding History

SageView Advisory 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 Q1	–	Sell	-20	Closed	-$650	–	1598
2025 Q4	$650	Buy	+20	New	+$560	﹤0.01%	2419

Other funds holding KVYO

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

SageView Advisory Group's KVYO Position: Q1 2026 in Review

SageView Advisory Group sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 20 shares — an estimated $650 sold.

SageView Advisory Group first reported a position in KVYO in Q4 2025 and held it in 1 quarter. The position peaked at $650 in Q4 2025. 268 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

SageView Advisory Group reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 20 Klaviyo shares in Q1 2026, an estimated $650.
SageView Advisory Group first reported a position in Klaviyo in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Klaviyo position peaked at $650 in Q4 2025.
268 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.