Valley National Advisers’s Twilio TWLO Stock Holding History

Valley National Advisers’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	$826	Buy	+4	New	+$709	﹤0.01%	905
2026 Q1	–	Sell	-19	Closed	-$2K	–	941
2025 Q4	$2K	Sell	19 -1	-5%	-$124	﹤0.01%	806
2025 Q3	$2K	Buy	+20	New	+$2.25K	﹤0.01%	753
2024 Q3	–	Sell	-35	Closed	-$1K	–	1128
2024 Q2	$1K	Sell	35 -30	-46%	-$1.77K	﹤0.01%	1140
2024 Q1	$3K	Sell	65 -10	-13%	-$659	﹤0.01%	905
2023 Q4	$5K	Buy	75 +65	+650%	+$4.05K	﹤0.01%	796
2023 Q3	$1K	Hold	10	–	–	﹤0.01%	1025
2023 Q2	$1K	Hold	10	–	–	﹤0.01%	944
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	854
2022 Q4	$0	Hold	10	–	–	﹤0.01%	982
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	878
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	857
2022 Q1	$2K	Sell	10 -5	-33%	-$911	﹤0.01%	814
2021 Q4	$4K	Hold	15	–	–	﹤0.01%	722
2021 Q3	$5K	Buy	15 +1	+7%	+$364	﹤0.01%	674
2021 Q2	$6K	Buy	14 +2	+17%	+$694	﹤0.01%	656
2021 Q1	$4K	Buy	12 +2	+20%	+$749	﹤0.01%	668
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	671
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	673
2020 Q2	$2K	Hold	10	–	–	﹤0.01%	680
2020 Q1	$1K	Buy	+10	New	+$1.1K	﹤0.01%	729

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Valley National Advisers's TWLO Position: Q2 2026 in Review

Valley National Advisers opened a new position in Twilio (TWLO) in Q2 2026: 4 shares worth $826. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in TWLO as recently as Q4 2025.

Valley National Advisers first reported a position in TWLO in Q1 2020 and has held it in 21 quarters since. The position peaked at $6K in Q2 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Valley National Advisers held 4 shares of Twilio worth $826 as of Q2 2026.
Twilio was a new Valley National Advisers position in Q2 2026.
Twilio made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #905 holding.
Valley National Advisers first reported a position in Twilio in Q1 2020 and has held it in 21 quarters since.
Valley National Advisers's Twilio position peaked at $6K in Q2 2021.
959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.