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

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MM
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
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw $300M AUM 61.93% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
LC
Lavelle Capital San Francisco, California $232M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 32 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.
  • 32 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.