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Beacon Pointe Advisors’s Twilio TWLO Stock Holding History

Beacon Pointe Advisors’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
Q2 		$2.97M Sell
14,403
-141
-1% -$25K 0.01% 647
2026
Q1 		$1.83M Buy
14,544
+97
+0.7% +$11.9K 0.01% 761
2025
Q4 		$2.06M Buy
14,447
+59
+0.4% +$7.31K 0.01% 596
2025
Q3 		$1.44M Buy
14,388
+12,477
+653% +$1.4M 0.01% 632
2025
Q2 		$238K Buy
+1,911
New +$203K ﹤0.01% 1136
2025
Q1 		– Sell
-3,199
Closed -$346K – 1266
2024
Q4 		$346K Sell
3,199
-77
-2% -$7.04K ﹤0.01% 958
2024
Q3 		$214K Sell
3,276
-721
-18% -$43.1K ﹤0.01% 1143
2024
Q2 		$227K Sell
3,997
-20,856
-84% -$1.23M ﹤0.01% 1147
2024
Q1 		$1.52M Sell
24,853
-15,343
-38% -$1.01M 0.02% 561
2023
Q4 		$3.05M Buy
40,196
+12,832
+47% +$800K 0.04% 395
2023
Q3 		$1.6M Buy
+27,364
New +$1.71M 0.02% 512
2022
Q3 		– Sell
-2,481
Closed -$207K – 1062
2022
Q2 		$207K Buy
2,481
+331
+15% +$37K ﹤0.01% 959
2022
Q1 		$354K Sell
2,150
-2,021
-48% -$368K ﹤0.01% 923
2021
Q4 		$1.1M Buy
4,171
+1,445
+53% +$432K 0.03% 369
2021
Q3 		$870K Sell
2,726
-2,460
-47% -$896K 0.02% 432
2021
Q2 		$2.04M Buy
+5,186
New +$1.8M 0.07% 216
2021
Q1 		– Sell
-3,234
Closed -$1.09M – 577
2020
Q4 		$1.09M Buy
+3,234
New +$1.01M 0.07% 186
2020
Q3 		– Sell
-2,782
Closed -$610K – 434
2020
Q2 		$610K Buy
+2,782
New +$447K 0.06% 209
2020
Q1 		– Sell
-2,739
Closed -$269K – 314
2019
Q4 		$269K Buy
+2,739
New +$280K 0.08% 179

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Beacon Pointe Advisors's TWLO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Twilio (TWLO) stake by 0.97% in Q2 2026, selling an estimated $25K and leaving 14,403 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #647.

Beacon Pointe Advisors first reported a position in TWLO in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.05M in Q4 2023. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Beacon Pointe Advisors held 14,403 shares of Twilio worth $2.97M as of Q2 2026.
  • Beacon Pointe Advisors sold 141 Twilio shares in Q2 2026, an estimated $25K.
  • Twilio made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #647 holding.
  • Beacon Pointe Advisors first reported a position in Twilio in Q4 2019 and has held it in 19 quarters since.
  • Beacon Pointe Advisors's Twilio position peaked at $3.05M in Q4 2023.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.