KPWS
TWLO icon

Kestra Private Wealth Services’s Twilio TWLO Stock Holding History

Kestra Private Wealth 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 		$453K Sell
3,600
-1,756
-33% -$216K 0.01% 1265
2025
Q4 		$762K Buy
5,356
+159
+3% +$19.7K 0.01% 934
2025
Q3 		$520K Buy
5,197
+390
+8% +$43.9K 0.01% 1076
2025
Q2 		$598K Sell
4,807
-3,468
-42% -$369K 0.01% 948
2025
Q1 		$810K Sell
8,275
-307
-4% -$36.4K 0.01% 761
2024
Q4 		$928K Sell
8,582
-7,060
-45% -$645K 0.02% 678
2024
Q3 		$1.02M Sell
15,642
-631
-4% -$37.8K 0.02% 611
2024
Q2 		$924K Buy
16,273
+6,997
+75% +$413K 0.02% 600
2024
Q1 		$567K Buy
9,276
+5,628
+154% +$371K 0.01% 749
2023
Q4 		$277K Sell
3,648
-703
-16% -$43.8K 0.01% 988
2023
Q3 		$255K Buy
+4,351
New +$271K 0.01% 941
2022
Q3 		– Sell
-12,086
Closed -$1.01M – 964
2022
Q2 		$1.01M Buy
12,086
+43
+0.4% +$4.81K 0.06% 347
2022
Q1 		$1.99M Buy
12,043
+279
+2% +$50.8K 0.1% 225
2021
Q4 		$3.1M Buy
11,764
+528
+5% +$158K 0.15% 154
2021
Q3 		$3.58M Buy
11,236
+259
+2% +$94.3K 0.2% 125
2021
Q2 		$4.33M Buy
10,977
+3
+0% +$1.04K 0.26% 89
2021
Q1 		$3.74M Sell
10,974
-138
-1% -$51.7K 0.26% 90
2020
Q4 		$3.88M Buy
11,112
+1,112
+11% +$347K 0.29% 85
2020
Q3 		$2.47M Buy
+10,000
New +$2.47M 0.21% 109

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 Private Wealth Services's TWLO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Twilio (TWLO) stake by 33% in Q1 2026, selling an estimated $216K and leaving 3,600 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #1265.

Kestra Private Wealth Services first reported a position in TWLO in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.33M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Kestra Private Wealth Services held 3,600 shares of Twilio worth $453K as of Q1 2026.
  • Kestra Private Wealth Services sold 1,756 Twilio shares in Q1 2026, an estimated $216K.
  • Twilio made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1265 holding.
  • Kestra Private Wealth Services first reported a position in Twilio in Q3 2020 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's Twilio position peaked at $4.33M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.