Kestra Advisory Services
TWLO icon

Kestra Advisory Services’s Twilio TWLO Stock Holding History

Kestra Advisory Services’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 		$4.78M Sell
16,361
-2,851
-15% -$650K 0.01% 924
2026
Q2 		$3.96M Buy
19,212
+943
+5% +$167K 0.01% 971
2026
Q1 		$2.3M Buy
18,269
+314
+2% +$38.6K 0.01% 1211
2025
Q4 		$2.55M Buy
17,955
+2,328
+15% +$288K 0.01% 1077
2025
Q3 		$1.56M Buy
15,627
+2,513
+19% +$283K 0.01% 1302
2025
Q2 		$1.63M Sell
13,114
-149
-1% -$15.8K 0.01% 1186
2025
Q1 		$1.3M Sell
13,263
-5,156
-28% -$611K 0.01% 1233
2024
Q4 		$1.99M Buy
18,419
+2,073
+13% +$189K 0.01% 1001
2024
Q3 		$1.07M Sell
16,346
-221
-1% -$13.2K 0.01% 1290
2024
Q2 		$941K Sell
16,567
-711
-4% -$41.9K 0.01% 1360
2024
Q1 		$1.06M Buy
17,278
+5,603
+48% +$369K 0.01% 1205
2023
Q4 		$886K Buy
11,675
+4,486
+62% +$280K 0.01% 1192
2023
Q3 		$421K Sell
7,189
-25
-0.3% -$1.56K ﹤0.01% 1465
2023
Q2 		$459K Sell
7,214
-137
-2% -$8.08K ﹤0.01% 1368
2023
Q1 		$490K Sell
7,351
-357
-5% -$22K 0.01% 1294
2022
Q4 		$377K Sell
7,708
-450
-6% -$25.6K ﹤0.01% 1572
2022
Q3 		$564K Sell
8,158
-15,216
-65% -$1.22M 0.01% 1251
2022
Q2 		$1.96M Buy
23,374
+9,430
+68% +$1.05M 0.02% 685
2022
Q1 		$2.3M Buy
13,944
+2,928
+27% +$534K 0.02% 626
2021
Q4 		$2.9M Sell
11,016
-1,439
-12% -$430K 0.03% 558
2021
Q3 		$3.97M Buy
12,455
+1,620
+15% +$590K 0.04% 469
2021
Q2 		$4.27M Buy
10,835
+1,680
+18% +$583K 0.05% 401
2021
Q1 		$3.12M Sell
9,155
-1,612
-15% -$604K 0.04% 460
2020
Q4 		$3.76M Buy
10,767
+10,621
+7,275% +$3.32M 0.04% 412
2020
Q3 		$2.29M Buy
+146
New +$36K 0.04% 398

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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

Kestra Advisory Services's TWLO Position: Q3 2026 in Review

Kestra Advisory Services reduced its Twilio (TWLO) stake by 15% in Q3 2026, selling an estimated $650K and leaving 16,361 shares worth $4.78M. The position accounts for 0.01% of the portfolio, ranked #924.

Kestra Advisory Services first reported a position in TWLO in Q3 2020 and has held it in 25 quarters since. 454 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Kestra Advisory Services held 16,361 shares of Twilio worth $4.78M as of Q3 2026.
  • Kestra Advisory Services sold 2,851 Twilio shares in Q3 2026, an estimated $650K.
  • Twilio made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #924 holding.
  • Kestra Advisory Services first reported a position in Twilio in Q3 2020 and has held it in 25 quarters since.
  • 454 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.