Flagship Wealth Advisors
TWLO icon

Flagship Wealth Advisors’s Twilio TWLO Stock Holding History

Flagship Wealth 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
Q3 		$68.4K Hold
234
– – 0.01% 234
2026
Q2 		$48.3K Buy
234
+224
+2,240% +$39.7K 0.01% 277
2026
Q1 		$1.24K Sell
10
-200
-95% -$24.6K ﹤0.01% 340
2025
Q4 		$29.9K Hold
210
– – 0.01% 262
2025
Q3 		$21K Buy
210
+200
+2,000% +$22.5K 0.01% 286
2025
Q2 		$1.24K Hold
10
– – ﹤0.01% 355
2025
Q1 		$979 Hold
10
– – ﹤0.01% 365
2024
Q4 		$1.08K Buy
+10
New +$914 ﹤0.01% 357

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Allspring Global Investments
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Flagship Wealth Advisors's TWLO Position: Q3 2026 in Review

Flagship Wealth Advisors held its Twilio (TWLO) position steady in Q3 2026 at 234 shares worth $68.4K. The position accounts for 0.01% of the portfolio, ranked #234.

Flagship Wealth Advisors first reported a position in TWLO in Q4 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Flagship Wealth Advisors held 234 shares of Twilio worth $68.4K as of Q3 2026.
  • Flagship Wealth Advisors left its Twilio share count unchanged in Q3 2026.
  • Twilio made up 0.01% of Flagship Wealth Advisors's portfolio in Q3 2026, its #234 holding.
  • Flagship Wealth Advisors first reported a position in Twilio in Q4 2024 and has held it in 8 quarters since.
  • 478 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.