Summit Trail Advisors’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 | $4.37M | Sell |
21,179
-1,372
| -6% | -$243K | 0.06% | 212 |
|
|
2026
Q1 | $2.84M | Buy |
22,551
+10,984
| +95% | +$1.35M | 0.04% | 330 |
|
|
2025
Q4 | $1.65M | Sell |
11,567
-565
| -5% | -$70K | 0.03% | 523 |
|
|
2025
Q3 | $1.21M | Buy |
12,132
+6,095
| +101% | +$686K | 0.02% | 722 |
|
|
2025
Q2 | $751K | Sell |
6,037
-239
| -4% | -$25.4K | 0.01% | 575 |
|
|
2025
Q1 | $614K | Buy |
6,276
+198
| +3% | +$23.5K | 0.02% | 222 |
|
|
2024
Q4 | $657K | Buy |
+6,078
| New | +$555K | 0.02% | 179 |
|
|
2023
Q4 | – | Sell |
-5,625
| Closed | -$329K | – | 592 |
|
|
2023
Q3 | $329K | Buy |
5,625
+130
| +2% | +$8.1K | 0.01% | 356 |
|
|
2023
Q2 | $350K | Buy |
5,495
+557
| +11% | +$32.9K | 0.01% | 340 |
|
|
2023
Q1 | $329K | Buy |
4,938
+292
| +6% | +$18K | 0.01% | 302 |
|
|
2022
Q4 | $227K | Sell |
4,646
-1,102
| -19% | -$62.7K | 0.01% | 339 |
|
|
2022
Q3 | $397K | Sell |
5,748
-926
| -14% | -$74K | 0.02% | 215 |
|
|
2022
Q2 | $559K | Buy |
6,674
+468
| +8% | +$52.4K | 0.03% | 169 |
|
|
2022
Q1 | $1.02M | Buy |
6,206
+1,516
| +32% | +$276K | 0.08% | 105 |
|
|
2021
Q4 | $1.24M | Buy |
4,690
+21
| +0.4% | +$6.28K | 0.08% | 116 |
|
|
2021
Q3 | $1.49M | Buy |
4,669
+3,629
| +349% | +$1.32M | 0.11% | 90 |
|
|
2021
Q2 | $410K | Buy |
1,040
+188
| +22% | +$65.3K | 0.04% | 152 |
|
|
2021
Q1 | $290K | Buy |
852
+36
| +4% | +$13.5K | 0.03% | 157 |
|
|
2020
Q4 | $276K | Buy |
+816
| New | +$255K | 0.03% | 157 |
|
|
2020
Q3 | – | Sell |
-1,050
| Closed | -$230K | – | 240 |
|
|
2020
Q2 | $230K | Buy |
+1,050
| New | +$169K | 0.04% | 140 |
|
|
2019
Q4 | – | Sell |
-2,009
| Closed | -$221K | – | 109 |
|
|
2019
Q3 | $221K | Buy |
2,009
+9
| +0.5% | +$1.17K | 0.08% | 83 |
|
|
2019
Q2 | $273K | Hold |
2,000
| – | – | 0.12% | 59 |
|
|
2019
Q1 | $258K | Buy |
+2,000
| New | +$225K | 0.11% | 66 |
|
|
2018
Q3 | – | Sell |
-1,300
| Closed | -$73K | – | 440 |
|
|
2018
Q2 | $73K | Buy |
+1,300
| New | +$64.4K | 0.03% | 258 |
|
|
2018
Q1 | – | Sell |
-1,564
| Closed | -$38K | – | 1572 |
|
|
2017
Q4 | $38K | Buy |
+1,564
| New | +$43.9K | ﹤0.01% | 893 |
|
Other funds holding TWLO
Summit Trail Advisors's TWLO Position: Q2 2026 in Review
Summit Trail Advisors reduced its Twilio (TWLO) stake by 6.1% in Q2 2026, selling an estimated $243K and leaving 21,179 shares worth $4.37M. The position accounts for 0.06% of the portfolio, ranked #212.
Summit Trail Advisors first reported a position in TWLO in Q4 2017 and has held it in 25 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.
- Summit Trail Advisors held 21,179 shares of Twilio worth $4.37M as of Q2 2026.
- Summit Trail Advisors sold 1,372 Twilio shares in Q2 2026, an estimated $243K.
- Twilio made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #212 holding.
- Summit Trail Advisors first reported a position in Twilio in Q4 2017 and has held it in 25 quarters since.
- 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.
Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.