True Wealth Design’s Klaviyo KVYO Stock Holding History

True Wealth Design’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	$151	Sell	10 -90	-90%	-$1.49K	﹤0.01%	2493
2026 Q1	$1.95K	Buy	100 +46	+85%	+$987	﹤0.01%	1554
2025 Q4	$1.75K	Buy	+54	New	+$1.51K	﹤0.01%	1498
2025 Q3	–	Sell	-26	Closed	-$874	–	2809
2025 Q2	$874	Buy	26 +25	+2,500%	+$792	﹤0.01%	1519
2025 Q1	$31	Buy	+1	New	+$40	﹤0.01%	2504

Other funds holding KVYO

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morangie Management Vero Beach, Florida $120M AUM 10.69% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

True Wealth Design's KVYO Position: Q2 2026 in Review

True Wealth Design reduced its Klaviyo (KVYO) stake by 90% in Q2 2026, selling an estimated $1.49K and leaving 10 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

True Wealth Design first reported a position in KVYO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.95K in Q1 2026. 19 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

True Wealth Design held 10 shares of Klaviyo worth $151 as of Q2 2026.
True Wealth Design sold 90 Klaviyo shares in Q2 2026, an estimated $1.49K.
Klaviyo made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2493 holding.
True Wealth Design first reported a position in Klaviyo in Q1 2025 and has held it in 5 quarters since.
True Wealth Design's Klaviyo position peaked at $1.95K in Q1 2026.
19 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.