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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
Q2 		– Sell
-293
Closed -$5.7K – 529
2026
Q1 		$5.7K Buy
+293
New +$6.29K ﹤0.01% 479

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 Preservation Advisors's KVYO Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Klaviyo (KVYO) in Q2 2026, closing a stake of 293 shares — an estimated $5.7K sold.

Wealth Preservation Advisors first reported a position in KVYO in Q1 2026 and held it in 1 quarter. The position peaked at $5.7K in Q1 2026. 277 funds tracked by Wall St. Rank hold KVYO as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Klaviyo position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 293 Klaviyo shares in Q2 2026, an estimated $5.7K.
  • Wealth Preservation Advisors first reported a position in Klaviyo in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Klaviyo position peaked at $5.7K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Klaviyo as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.