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Wealth Preservation Advisors’s Klaviyo KVYO Stock Holding History

Wealth Preservation Advisors’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 		$5.7K Buy
+293
New +$6.29K ﹤0.01% 479

Other funds holding KVYO

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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

Wealth Preservation Advisors's KVYO Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Klaviyo (KVYO) in Q1 2026: 293 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #479 among its holdings.

264 funds tracked by Wall St. Rank hold KVYO as of Q1 2026.

  • Wealth Preservation Advisors held 293 shares of Klaviyo worth $5.7K as of Q1 2026.
  • Klaviyo was a new Wealth Preservation Advisors position in Q1 2026.
  • Klaviyo made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #479 holding.
  • 264 funds tracked by Wall St. Rank held Klaviyo as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.