KAS
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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
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% -$8.09K ﹤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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Kestra Advisory Services's TWLO Position: Q1 2026 in Review

Kestra Advisory Services increased its Twilio (TWLO) stake by 1.7% in Q1 2026, buying an estimated $38.6K and bringing the position to 18,269 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1211.

Kestra Advisory Services first reported a position in TWLO in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.27M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Kestra Advisory Services held 18,269 shares of Twilio worth $2.3M as of Q1 2026.
  • Kestra Advisory Services bought 314 Twilio shares in Q1 2026, an estimated $38.6K.
  • Twilio made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1211 holding.
  • Kestra Advisory Services first reported a position in Twilio in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Twilio position peaked at $4.27M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.