Wealth Enhancement Advisory Services
KVYO icon

Wealth Enhancement Advisory Services’s Klaviyo KVYO Stock Holding History

Wealth Enhancement Advisory Services’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 		$324K Sell
19,187
-10,866
-36% -$180K ﹤0.01% 3124
2026
Q1 		$575K Buy
+30,053
New +$645K ﹤0.01% 2206
2025
Q3 		– Sell
-7,547
Closed -$256K – 3645
2025
Q2 		$256K Buy
+7,547
New +$239K ﹤0.01% 2775

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

Wealth Enhancement Advisory Services's KVYO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Klaviyo (KVYO) stake by 36% in Q2 2026, selling an estimated $180K and leaving 19,187 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Wealth Enhancement Advisory Services first reported a position in KVYO in Q2 2025 and has held it in 3 quarters since. The position peaked at $575K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,187 shares of Klaviyo worth $324K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 10,866 Klaviyo shares in Q2 2026, an estimated $180K.
  • Klaviyo made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3124 holding.
  • Wealth Enhancement Advisory Services first reported a position in Klaviyo in Q2 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Klaviyo position peaked at $575K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.