Allworth Financial’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$950K Sell
4,606
-470
-9% -$83.3K ﹤0.01% 744
2026
Q1
$639K Sell
5,076
-44
-0.9% -$5.41K ﹤0.01% 857
2025
Q4
$728K Sell
5,120
-544
-10% -$67.4K ﹤0.01% 796
2025
Q3
$567K Buy
5,664
+39
+0.7% +$4.39K ﹤0.01% 848
2025
Q2
$700K Buy
5,625
+4,169
+286% +$443K ﹤0.01% 741
2025
Q1
$136K Sell
1,456
-9
-0.6% -$1.07K ﹤0.01% 1088
2024
Q4
$165K Buy
1,465
+94
+7% +$8.59K ﹤0.01% 1022
2024
Q3
$89.4K Buy
1,371
+113
+9% +$6.76K ﹤0.01% 1136
2024
Q2
$73.8K Buy
1,258
+74
+6% +$4.37K ﹤0.01% 1198
2024
Q1
$72.4K Sell
1,184
-560
-32% -$36.9K ﹤0.01% 1135
2023
Q4
$132K Buy
1,744
+1,268
+266% +$79K ﹤0.01% 849
2023
Q3
$27.9K Sell
476
-25
-5% -$1.56K ﹤0.01% 1341
2023
Q2
$31.9K Sell
501
-149
-23% -$8.79K ﹤0.01% 1298
2023
Q1
$43.3K Buy
650
+144
+28% +$8.88K ﹤0.01% 1121
2022
Q4
$24.8K Buy
506
+151
+43% +$8.59K ﹤0.01% 1262
2022
Q3
$25K Sell
355
-23
-6% -$1.84K ﹤0.01% 1212
2022
Q2
$32K Sell
378
-87
-19% -$9.73K ﹤0.01% 1066
2022
Q1
$77K Buy
465
+405
+675% +$73.8K ﹤0.01% 785
2021
Q4
$16K Buy
60
+34
+131% +$10.2K ﹤0.01% 1210
2021
Q3
$8K Buy
26
+1
+4% +$364 ﹤0.01% 1415
2021
Q2
$10K Buy
+25
New +$8.68K ﹤0.01% 1052
2020
Q2
Sell
-200
Closed -$18K 1373
2020
Q1
$18K Buy
+200
New +$22K ﹤0.01% 583
2019
Q2
Sell
-286
Closed -$37K 1043
2019
Q1
$37K Buy
286
+46
+19% +$5.18K ﹤0.01% 361
2018
Q4
$21K Buy
240
+115
+92% +$9.34K ﹤0.01% 402
2018
Q3
$11K Buy
+125
New +$9.14K ﹤0.01% 548

Other funds holding TWLO

Allworth Financial's TWLO Position: Q2 2026 in Review

Allworth Financial reduced its Twilio (TWLO) stake by 9.3% in Q2 2026, selling an estimated $83.3K and leaving 4,606 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Allworth Financial first reported a position in TWLO in Q3 2018 and has held it in 25 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Allworth Financial held 4,606 shares of Twilio worth $950K as of Q2 2026.
  • Allworth Financial sold 470 Twilio shares in Q2 2026, an estimated $83.3K.
  • Twilio made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #744 holding.
  • Allworth Financial first reported a position in Twilio in Q3 2018 and has held it in 25 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.