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Kingswood Wealth Advisors’s Twilio TWLO Stock Holding History

Kingswood 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
Q2 		$405K Buy
1,965
+163
+9% +$28.9K 0.02% 670
2026
Q1 		$227K Sell
1,802
-74
-4% -$9.1K 0.01% 832
2025
Q4 		$267K Buy
+1,876
New +$232K 0.01% 722

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

Kingswood Wealth Advisors's TWLO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Twilio (TWLO) stake by 9% in Q2 2026, buying an estimated $28.9K and bringing the position to 1,965 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #670.

Kingswood Wealth Advisors first reported a position in TWLO in Q4 2025 and has held it in 3 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Kingswood Wealth Advisors held 1,965 shares of Twilio worth $405K as of Q2 2026.
  • Kingswood Wealth Advisors bought 163 Twilio shares in Q2 2026, an estimated $28.9K.
  • Twilio made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #670 holding.
  • Kingswood Wealth Advisors first reported a position in Twilio in Q4 2025 and has held it in 3 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.