UAG
TWLO icon

United Advisor Group’s Twilio TWLO Stock Holding History

United Advisor Group’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 		$553K Sell
2,680
-1,124
-30% -$199K 0.06% 298
2026
Q1 		$479K Buy
3,804
+16
+0.4% +$1.97K 0.06% 299
2025
Q4 		$539K Sell
3,788
-550
-13% -$68.1K 0.07% 267
2025
Q3 		$434K Buy
+4,338
New +$488K 0.06% 286
2025
Q1 		– Sell
-11,066
Closed -$1.2M – 389
2024
Q4 		$1.2M Sell
11,066
-4,232
-28% -$387K 0.24% 106
2024
Q3 		$998K Buy
+15,298
New +$915K 0.23% 106

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

United Advisor Group's TWLO Position: Q2 2026 in Review

United Advisor Group reduced its Twilio (TWLO) stake by 30% in Q2 2026, selling an estimated $199K and leaving 2,680 shares worth $553K. The position accounts for 0.06% of the portfolio, ranked #298.

United Advisor Group first reported a position in TWLO in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2024. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • United Advisor Group held 2,680 shares of Twilio worth $553K as of Q2 2026.
  • United Advisor Group sold 1,124 Twilio shares in Q2 2026, an estimated $199K.
  • Twilio made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #298 holding.
  • United Advisor Group first reported a position in Twilio in Q3 2024 and has held it in 6 quarters since.
  • United Advisor Group's Twilio position peaked at $1.2M in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.