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Peak Financial Advisors’s Twilio TWLO Stock Holding History

Peak Financial 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 		– Sell
-12,272
Closed -$1.54M – 88
2026
Q1 		$1.54M Buy
+12,272
New +$1.51M 0.68% 39
2025
Q3 		– Sell
-3,831
Closed -$476K – 104
2025
Q2 		$476K Buy
+3,831
New +$407K 0.24% 73
2021
Q2 		– Sell
-4,991
Closed -$1.7M – 82
2021
Q1 		$1.7M Buy
4,991
+167
+3% +$62.6K 1.43% 24
2020
Q4 		$1.63M Buy
+4,824
New +$1.51M 1.41% 28

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

Peak Financial Advisors's TWLO Position: Q2 2026 in Review

Peak Financial Advisors sold out of Twilio (TWLO) in Q2 2026, closing a stake of 12,272 shares — an estimated $1.54M sold.

Peak Financial Advisors first reported a position in TWLO in Q4 2020 and held it in 4 quarters. The position peaked at $1.7M in Q1 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Peak Financial Advisors reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 12,272 Twilio shares in Q2 2026, an estimated $1.54M.
  • Peak Financial Advisors first reported a position in Twilio in Q4 2020 and held it in 4 quarters.
  • Peak Financial Advisors's Twilio position peaked at $1.7M in Q1 2021.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.