Level Four Advisory Services’s Twilio TWLO Stock Holding History

Level Four 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 Q2	$12.7M	Sell	61,358 -2,892	-5%	-$513K	0.36%	58
2026 Q1	$8.08M	Sell	64,250 -3,605	-5%	-$443K	0.27%	90
2025 Q4	$9.65M	Buy	67,855 +5,142	+8%	+$637K	0.32%	66
2025 Q3	$6.28M	Sell	62,713 -4,636	-7%	-$522K	0.21%	123
2025 Q2	$8.38M	Sell	67,349 -2,207	-3%	-$235K	0.31%	74
2025 Q1	$6.81M	Sell	69,556 -9,793	-12%	-$1.16M	0.28%	96
2024 Q4	$8.58M	Buy	79,349 +1,555	+2%	+$142K	0.35%	64
2024 Q3	$6.27M	Buy	77,794 +3,228	+4%	+$193K	0.26%	105
2024 Q2	$4.24M	Buy	74,566 +5,372	+8%	+$317K	0.19%	154
2024 Q1	$5.25M	Buy	69,194 +6,646	+11%	+$438K	0.29%	80
2023 Q4	$4.75M	Sell	62,548 -6,526	-9%	-$407K	0.27%	97
2023 Q3	$4.04M	Buy	69,074 +5,049	+8%	+$315K	0.26%	101
2023 Q2	$4.07M	Buy	64,025 +166	+0.3%	+$9.8K	0.24%	99
2023 Q1	$4.25M	Buy	63,859 +23,649	+59%	+$1.46M	0.28%	83
2022 Q4	$1.97M	Sell	40,210 -15,386	-28%	-$876K	0.15%	170
2022 Q3	$3.84M	Buy	55,596 +5,853	+12%	+$468K	0.37%	67
2022 Q2	$4.17M	Buy	49,743 +21,618	+77%	+$2.42M	0.39%	67
2022 Q1	$4.63M	Buy	28,125 +14,605	+108%	+$2.66M	0.36%	68
2021 Q4	$3.56M	Buy	+13,520	New	+$4.04M	0.27%	101
2021 Q1	–	Sell	-1,123	Closed	-$380K	–	659
2020 Q4	$380K	Buy	1,123 +71	+7%	+$22.2K	0.03%	418
2020 Q3	$260K	Buy	1,052 +76	+8%	+$18.7K	0.02%	464
2020 Q2	$215K	Buy	+976	New	+$157K	0.02%	524
2019 Q4	–	Sell	-1,959	Closed	-$215K	–	573
2019 Q3	$215K	Buy	1,959 +372	+23%	+$48.2K	0.02%	466
2019 Q2	$216K	Buy	+1,587	New	+$211K	0.02%	489

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Level Four Advisory Services's TWLO Position: Q2 2026 in Review

Level Four Advisory Services reduced its Twilio (TWLO) stake by 4.5% in Q2 2026, selling an estimated $513K and leaving 61,358 shares worth $12.7M. The position accounts for 0.36% of the portfolio, ranked #58.

Level Four Advisory Services first reported a position in TWLO in Q2 2019 and has held it in 24 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Level Four Advisory Services held 61,358 shares of Twilio worth $12.7M as of Q2 2026.
Level Four Advisory Services sold 2,892 Twilio shares in Q2 2026, an estimated $513K.
Twilio made up 0.36% of Level Four Advisory Services's portfolio in Q2 2026, its #58 holding.
Level Four Advisory Services first reported a position in Twilio in Q2 2019 and has held it in 24 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.