Steward Partners Investment Advisory’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-827
| Closed | -$104K | – | 4861 |
|
|
2026
Q1 | $104K | Sell |
827
-504
| -38% | -$62K | ﹤0.01% | 2354 |
|
|
2025
Q4 | $189K | Buy |
1,331
+1,060
| +391% | +$131K | ﹤0.01% | 1959 |
|
|
2025
Q3 | $27.1K | Sell |
271
-643
| -70% | -$72.4K | ﹤0.01% | 2937 |
|
|
2025
Q2 | $114K | Sell |
914
-57
| -6% | -$6.06K | ﹤0.01% | 2038 |
|
|
2025
Q1 | $95.1K | Sell |
971
-215
| -18% | -$25.5K | ﹤0.01% | 2044 |
|
|
2024
Q4 | $128K | Buy |
1,186
+1,051
| +779% | +$96.1K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $8.8K | Buy |
135
+40
| +42% | +$2.39K | ﹤0.01% | 2993 |
|
|
2024
Q2 | $5.4K | Sell |
95
-262
| -73% | -$15.5K | ﹤0.01% | 3017 |
|
|
2024
Q1 | $21.8K | Buy |
357
+15
| +4% | +$988 | ﹤0.01% | 2491 |
|
|
2023
Q4 | $25.9K | Buy |
342
+45
| +15% | +$2.81K | ﹤0.01% | 2282 |
|
|
2023
Q3 | $17.4K | Sell |
297
-512
| -63% | -$31.9K | ﹤0.01% | 2378 |
|
|
2023
Q2 | $51.5K | Sell |
809
-533
| -40% | -$31.5K | ﹤0.01% | 1869 |
|
|
2023
Q1 | $89.4K | Sell |
1,342
-1,425
| -51% | -$87.9K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $135K | Sell |
2,767
-125
| -4% | -$7.11K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $200K | Buy |
2,892
+1,904
| +193% | +$152K | ﹤0.01% | 1201 |
|
|
2022
Q2 | $83K | Sell |
988
-381
| -28% | -$42.6K | ﹤0.01% | 1574 |
|
|
2022
Q1 | $226K | Sell |
1,369
-1,450
| -51% | -$264K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $742K | Buy |
2,819
+2,028
| +256% | +$607K | 0.01% | 800 |
|
|
2021
Q3 | $252K | Buy |
791
+289
| +58% | +$105K | ﹤0.01% | 1176 |
|
|
2021
Q2 | $198K | Sell |
502
-370
| -42% | -$128K | ﹤0.01% | 1554 |
|
|
2021
Q1 | $297K | Buy |
872
+327
| +60% | +$122K | 0.01% | 1098 |
|
|
2020
Q4 | $184K | Buy |
545
+117
| +27% | +$36.6K | ﹤0.01% | 1106 |
|
|
2020
Q3 | $106K | Sell |
428
-202
| -32% | -$49.8K | ﹤0.01% | 1202 |
|
|
2020
Q2 | $138K | Sell |
630
-175
| -22% | -$28.1K | ﹤0.01% | 1009 |
|
|
2020
Q1 | $72K | Sell |
805
-325
| -29% | -$35.7K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $111K | Buy |
1,130
+11
| +1% | +$1.12K | ﹤0.01% | 1097 |
|
|
2019
Q3 | $123K | Buy |
1,119
+215
| +24% | +$27.9K | ﹤0.01% | 1011 |
|
|
2019
Q2 | $123K | Buy |
+904
| New | +$120K | ﹤0.01% | 976 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$7K | – | 2546 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 1703 |
|
|
2017
Q4 | $4K | Sell |
200
-500
| -71% | -$14K | ﹤0.01% | 1587 |
|
|
2017
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 941 |
|
|
2017
Q2 | $20K | Sell |
700
-175
| -20% | -$4.79K | ﹤0.01% | 867 |
|
|
2017
Q1 | $25K | Buy |
+875
| New | +$26.5K | ﹤0.01% | 704 |
|
Other funds holding TWLO
Steward Partners Investment Advisory's TWLO Position: Q2 2026 in Review
Steward Partners Investment Advisory sold out of Twilio (TWLO) in Q2 2026, closing a stake of 827 shares — an estimated $104K sold.
Steward Partners Investment Advisory first reported a position in TWLO in Q1 2017 and held it in 33 quarters. The position peaked at $742K in Q4 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Steward Partners Investment Advisory reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
- Steward Partners Investment Advisory sold 827 Twilio shares in Q2 2026, an estimated $104K.
- Steward Partners Investment Advisory first reported a position in Twilio in Q1 2017 and held it in 33 quarters.
- Steward Partners Investment Advisory's Twilio position peaked at $742K in Q4 2021.
- 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.