Wells Fargo
KVYO icon

Wells Fargo’s Klaviyo KVYO Stock Holding History

Wells Fargo’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 		$2.99M Sell
153,417
-29,678
-16% -$637K ﹤0.01% 2978
2025
Q4 		$5.95M Buy
183,095
+54,147
+42% +$1.52M ﹤0.01% 2509
2025
Q3 		$3.57M Sell
128,948
-9,051
-7% -$292K ﹤0.01% 2854
2025
Q2 		$4.63M Buy
137,999
+130,297
+1,692% +$4.13M ﹤0.01% 2537
2025
Q1 		$233K Buy
7,702
+1,531
+25% +$61.8K ﹤0.01% 4598
2024
Q4 		$254K Buy
6,171
+1,920
+45% +$73.3K ﹤0.01% 4649
2024
Q3 		$150K Buy
4,251
+1,326
+45% +$38.4K ﹤0.01% 4763
2024
Q2 		$72.8K Buy
2,925
+2,514
+612% +$58.8K ﹤0.01% 5122
2024
Q1 		$10.5K Buy
411
+228
+125% +$6.09K ﹤0.01% 5749
2023
Q4 		$5.08K Buy
+183
New +$5.42K ﹤0.01% 5952

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