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Steward Partners Investment Advisory’s Klaviyo KVYO Stock Holding History

Steward Partners Investment Advisory’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
-225
Closed -$7.31K – 4508
2025
Q4 		$7.31K Hold
225
– – ﹤0.01% 3572
2025
Q3 		$6.23K Hold
225
– – ﹤0.01% 3582
2025
Q2 		$7.56K Hold
225
– – ﹤0.01% 3329
2025
Q1 		$6.81K Hold
225
– – ﹤0.01% 3276
2024
Q4 		$9.28K Buy
+225
New +$8.59K ﹤0.01% 3127

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 $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

Steward Partners Investment Advisory's KVYO Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Klaviyo (KVYO) in Q1 2026, closing a stake of 225 shares — an estimated $7.31K sold.

Steward Partners Investment Advisory first reported a position in KVYO in Q4 2024 and held it in 5 quarters. The position peaked at $9.28K in Q4 2024. 264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Klaviyo position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 225 Klaviyo shares in Q1 2026, an estimated $7.31K.
  • Steward Partners Investment Advisory first reported a position in Klaviyo in Q4 2024 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Klaviyo position peaked at $9.28K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.