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Kingsview Wealth Management’s Twilio TWLO Stock Holding History

Kingsview Wealth Management’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 		$921K Buy
4,464
+769
+21% +$136K 0.01% 770
2026
Q1 		$465K Buy
3,695
+911
+33% +$112K 0.01% 925
2025
Q4 		$396K Buy
2,784
+495
+22% +$61.3K 0.01% 931
2025
Q3 		$229K Sell
2,289
-87
-4% -$9.79K ﹤0.01% 1080
2025
Q2 		$295K Sell
2,376
-49
-2% -$5.21K 0.01% 951
2025
Q1 		$237K Sell
2,425
-191
-7% -$22.6K ﹤0.01% 982
2024
Q4 		$283K Buy
+2,616
New +$239K 0.01% 924
2024
Q1 		– Sell
-3,213
Closed -$244K – 1074
2023
Q4 		$244K Buy
+3,213
New +$200K 0.01% 830
2022
Q4 		– Sell
-3,361
Closed -$232K – 906
2022
Q3 		$232K Buy
3,361
+176
+6% +$14.1K 0.01% 713
2022
Q2 		$267K Sell
3,185
-182
-5% -$20.4K 0.01% 695
2022
Q1 		$555K Sell
3,367
-377
-10% -$68.7K 0.02% 546
2021
Q4 		$986K Sell
3,744
-591
-14% -$177K 0.04% 410
2021
Q3 		$1.38M Sell
4,335
-148
-3% -$53.9K 0.07% 295
2021
Q2 		$1.74M Buy
4,483
+794
+22% +$276K 0.09% 253
2021
Q1 		$1.3M Buy
3,689
+49
+1% +$18.4K 0.07% 274
2020
Q4 		$1.23M Buy
3,640
+1,377
+61% +$430K 0.09% 234
2020
Q3 		$559K Buy
2,263
+149
+7% +$36.7K 0.05% 341
2020
Q2 		$464K Buy
+2,114
New +$339K 0.05% 342
2019
Q4 		– Sell
-2,099
Closed -$231K – 529
2019
Q3 		$231K Buy
2,099
+452
+27% +$58.6K 0.04% 385
2019
Q2 		$225K Sell
1,647
-1,642
-50% -$219K 0.04% 373
2019
Q1 		$425K Buy
+3,289
New +$370K 0.06% 291

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kingsview Wealth Management's TWLO Position: Q2 2026 in Review

Kingsview Wealth Management increased its Twilio (TWLO) stake by 21% in Q2 2026, buying an estimated $136K and bringing the position to 4,464 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #770.

Kingsview Wealth Management first reported a position in TWLO in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.74M in Q2 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kingsview Wealth Management held 4,464 shares of Twilio worth $921K as of Q2 2026.
  • Kingsview Wealth Management bought 769 Twilio shares in Q2 2026, an estimated $136K.
  • Twilio made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #770 holding.
  • Kingsview Wealth Management first reported a position in Twilio in Q1 2019 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Twilio position peaked at $1.74M in Q2 2021.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.