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Elevation Wealth Partners’s Twilio TWLO Stock Holding History

Elevation Wealth Partners’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
Q3 		$295K Buy
1,007
+21
+2% +$4.79K 0.08% 118
2026
Q2 		$203K Buy
986
+276
+39% +$48.9K 0.06% 138
2026
Q1 		$89.3K Buy
710
+379
+115% +$46.6K 0.03% 181
2025
Q4 		$47.1K Buy
331
+324
+4,629% +$40.1K 0.02% 248
2025
Q3 		$701 Buy
+7
New +$788 ﹤0.01% 778

Other funds holding TWLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Elevation Wealth Partners's TWLO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Twilio (TWLO) stake by 2.1% in Q3 2026, buying an estimated $4.79K and bringing the position to 1,007 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #118.

Elevation Wealth Partners first reported a position in TWLO in Q3 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Elevation Wealth Partners held 1,007 shares of Twilio worth $295K as of Q3 2026.
  • Elevation Wealth Partners bought 21 Twilio shares in Q3 2026, an estimated $4.79K.
  • Twilio made up 0.08% of Elevation Wealth Partners's portfolio in Q3 2026, its #118 holding.
  • Elevation Wealth Partners first reported a position in Twilio in Q3 2025 and has held it in 5 quarters since.
  • 29 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.