Advisory Services Network’s Twilio TWLO Stock Holding History

Advisory Services Network’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$662K	Sell	5,258 -204	-4%	-$25.1K	0.01%	1127
2025 Q4	$777K	Sell	5,462 -400	-7%	-$49.5K	0.01%	998
2025 Q3	$587K	Sell	5,862 -4,953	-46%	-$558K	0.01%	1114
2025 Q2	$1.4M	Sell	10,815 -14,868	-58%	-$1.58M	0.02%	692
2025 Q1	$2.51M	Buy	25,683 +5,928	+30%	+$702K	0.05%	431
2024 Q4	$2.14M	Buy	+19,755	New	+$1.81M	0.04%	479
2024 Q1	–	Sell	-2,223	Closed	-$169K	–	3503
2023 Q4	$169K	Buy	+2,223	New	+$139K	﹤0.01%	1370
2023 Q2	–	Sell	-11,675	Closed	-$778K	–	3507
2023 Q1	$778K	Buy	11,675 +181	+2%	+$11.2K	0.02%	711
2022 Q4	$563K	Buy	11,494 +2,076	+22%	+$118K	0.02%	808
2022 Q3	$652K	Buy	9,418 +6,047	+179%	+$483K	0.02%	699
2022 Q2	$283K	Sell	3,371 -5,800	-63%	-$649K	0.01%	1095
2022 Q1	$1.51M	Buy	9,171 +1,264	+16%	+$230K	0.04%	487
2021 Q4	$2.08M	Sell	7,907 -355	-4%	-$106K	0.06%	392
2021 Q3	$2.64M	Buy	8,262 +239	+3%	+$87K	0.08%	300
2021 Q2	$3.16M	Sell	8,023 -955	-11%	-$332K	0.1%	259
2021 Q1	$3.06M	Buy	8,978 +1,548	+21%	+$580K	0.11%	233
2020 Q4	$2.52M	Buy	7,430 +5,098	+219%	+$1.59M	0.1%	235
2020 Q3	$577K	Buy	2,332 +1,565	+204%	+$386K	0.03%	575
2020 Q2	$169K	Sell	767 -126	-14%	-$20.2K	0.01%	965
2020 Q1	$80K	Sell	893 -358	-29%	-$39.3K	0.01%	1170
2019 Q4	$123K	Sell	1,251 -370	-23%	-$37.8K	0.01%	1069
2019 Q3	$221K	Hold	1,621	–	–	0.01%	797
2019 Q2	$221K	Buy	1,621 +911	+128%	+$121K	0.01%	795
2019 Q1	$92K	Sell	710 -1,310	-65%	-$148K	0.01%	1019
2018 Q4	$180K	Buy	+2,020	New	+$164K	0.02%	728

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Advisory Services Network's TWLO Position: Q1 2026 in Review

Advisory Services Network reduced its Twilio (TWLO) stake by 3.7% in Q1 2026, selling an estimated $25.1K and leaving 5,258 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #1127.

Advisory Services Network first reported a position in TWLO in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.16M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Advisory Services Network held 5,258 shares of Twilio worth $662K as of Q1 2026.
Advisory Services Network sold 204 Twilio shares in Q1 2026, an estimated $25.1K.
Twilio made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1127 holding.
Advisory Services Network first reported a position in Twilio in Q4 2018 and has held it in 25 quarters since.
Advisory Services Network's Twilio position peaked at $3.16M in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.