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United Capital Financial Advisors’s Twilio TWLO Stock Holding History

United Capital Financial Advisors’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 		$431K Sell
2,091
-411
-16% -$72.9K ﹤0.01% 1195
2026
Q1 		$315K Buy
2,502
+850
+51% +$105K ﹤0.01% 1324
2025
Q4 		$235K Buy
+1,652
New +$205K ﹤0.01% 1269
2022
Q2 		– Sell
-11,867
Closed -$1.96M – 1196
2022
Q1 		$1.96M Sell
11,867
-1,093
-8% -$199K 0.01% 516
2021
Q4 		$3.41M Sell
12,960
-5,556
-30% -$1.66M 0.02% 442
2021
Q3 		$5.91M Sell
18,516
-3,184
-15% -$1.16M 0.03% 351
2021
Q2 		$8.55M Buy
21,700
+1,051
+5% +$365K 0.04% 294
2021
Q1 		$7.04M Buy
20,649
+4,046
+24% +$1.52M 0.04% 304
2020
Q4 		$5.62M Buy
16,603
+15,295
+1,169% +$4.78M 0.03% 335
2020
Q3 		$323K Sell
1,308
-3,996
-75% -$985K ﹤0.01% 936
2020
Q2 		$1.16M Sell
5,304
-215
-4% -$34.5K 0.01% 617
2020
Q1 		$494K Sell
5,519
-1,216
-18% -$134K ﹤0.01% 826
2019
Q4 		$662K Sell
6,735
-198
-3% -$20.2K ﹤0.01% 913
2019
Q3 		$762K Sell
6,933
-854
-11% -$111K 0.01% 828
2019
Q2 		$1.07M Buy
7,787
+1,493
+24% +$199K 0.01% 791
2019
Q1 		$791K Buy
+6,294
New +$709K 0.01% 840

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 $3.38T AUM 44.17% 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 Capital Financial Advisors's TWLO Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Twilio (TWLO) stake by 16% in Q2 2026, selling an estimated $72.9K and leaving 2,091 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

United Capital Financial Advisors first reported a position in TWLO in Q1 2019 and has held it in 16 quarters since. The position peaked at $8.55M in Q2 2021. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • United Capital Financial Advisors held 2,091 shares of Twilio worth $431K as of Q2 2026.
  • United Capital Financial Advisors sold 411 Twilio shares in Q2 2026, an estimated $72.9K.
  • Twilio made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1195 holding.
  • United Capital Financial Advisors first reported a position in Twilio in Q1 2019 and has held it in 16 quarters since.
  • United Capital Financial Advisors's Twilio position peaked at $8.55M in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.