Wellington Management Group
KVYO icon

Wellington Management Group’s Klaviyo KVYO Stock Holding History

Wellington Management Group’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 		$107M Buy
+5,479,443
New +$118M 0.02% 535
2023
Q4 		– Sell
-146,300
Closed -$5.05M – 1884
2023
Q3 		$5.05M Buy
+146,300
New +$5.02M ﹤0.01% 1274

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VPM
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WRCM
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VCM
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AllianceBernstein
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Morgan Stanley
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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return