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Stratos Wealth Partners’s Twilio TWLO Stock Holding History

Stratos Wealth Partners’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
Q1 		$1.23M Sell
9,793
-941
-9% -$116K 0.01% 723
2025
Q4 		$1.53M Sell
10,734
-1,221
-10% -$151K 0.02% 618
2025
Q3 		$1.2M Sell
11,955
-1,486
-11% -$167K 0.01% 683
2025
Q2 		$1.67M Sell
13,441
-1,014
-7% -$108K 0.02% 547
2025
Q1 		$1.42M Buy
14,455
+1,903
+15% +$226K 0.02% 545
2024
Q4 		$1.36M Buy
+12,552
New +$1.15M 0.02% 583
2024
Q1 		– Sell
-3,339
Closed -$253K – 1452
2023
Q4 		$253K Sell
3,339
-112
-3% -$6.98K ﹤0.01% 1165
2023
Q3 		$202K Buy
+3,451
New +$215K ﹤0.01% 1173
2022
Q1 		– Sell
-1,347
Closed -$355K – 1355
2021
Q4 		$355K Sell
1,347
-784
-37% -$234K 0.01% 940
2021
Q3 		$680K Buy
2,131
+384
+22% +$140K 0.02% 646
2021
Q2 		$689K Sell
1,747
-100
-5% -$34.7K 0.02% 669
2021
Q1 		$629K Sell
1,847
-99
-5% -$37.1K 0.02% 639
2020
Q4 		$659K Sell
1,946
-782
-29% -$244K 0.02% 587
2020
Q3 		$674K Buy
2,728
+460
+20% +$113K 0.02% 524
2020
Q2 		$498K Sell
2,268
-1,095
-33% -$176K 0.02% 591
2020
Q1 		$301K Sell
3,363
-141
-4% -$15.5K 0.01% 690
2019
Q4 		$344K Buy
3,504
+749
+27% +$76.5K 0.01% 700
2019
Q3 		$303K Buy
2,755
+264
+11% +$34.2K 0.01% 730
2019
Q2 		$340K Sell
2,491
-1,138
-31% -$152K 0.01% 695
2019
Q1 		$469K Buy
+3,629
New +$409K 0.02% 571
2018
Q4 		– Sell
-700
Closed -$60K – 2384
2018
Q3 		$60K Buy
+700
New +$51.2K ﹤0.01% 1374
2018
Q2 		– Sell
-625
Closed -$24K – 2465
2018
Q1 		$24K Sell
625
-230
-27% -$7.28K ﹤0.01% 1954
2017
Q4 		$20K Buy
+855
New +$24K ﹤0.01% 1913

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Stratos Wealth Partners's TWLO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Twilio (TWLO) stake by 8.8% in Q1 2026, selling an estimated $116K and leaving 9,793 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #723.

Stratos Wealth Partners first reported a position in TWLO in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.67M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Stratos Wealth Partners held 9,793 shares of Twilio worth $1.23M as of Q1 2026.
  • Stratos Wealth Partners sold 941 Twilio shares in Q1 2026, an estimated $116K.
  • Twilio made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #723 holding.
  • Stratos Wealth Partners first reported a position in Twilio in Q4 2017 and has held it in 23 quarters since.
  • Stratos Wealth Partners's Twilio position peaked at $1.67M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.