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 Q3	$491K	Sell	1,680 -1,000	-37%	-$228K	0.05%	356
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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

United Advisor Group's TWLO Position: Q3 2026 in Review

United Advisor Group reduced its Twilio (TWLO) stake by 37% in Q3 2026, selling an estimated $228K and leaving 1,680 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #356.

United Advisor Group first reported a position in TWLO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2024. 462 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

United Advisor Group held 1,680 shares of Twilio worth $491K as of Q3 2026.
United Advisor Group sold 1,000 Twilio shares in Q3 2026, an estimated $228K.
Twilio made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #356 holding.
United Advisor Group first reported a position in Twilio in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's Twilio position peaked at $1.2M in Q4 2024.
462 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.