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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Elevation Wealth Partners's TWLO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Twilio (TWLO) stake by 39% in Q2 2026, buying an estimated $48.9K and bringing the position to 986 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #138.

Elevation Wealth Partners first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 318 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Elevation Wealth Partners held 986 shares of Twilio worth $203K as of Q2 2026.
  • Elevation Wealth Partners bought 276 Twilio shares in Q2 2026, an estimated $48.9K.
  • Twilio made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • Elevation Wealth Partners first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 318 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.