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Advus Financial Partners, LLC’s Twilio TWLO Stock Holding History

Advus Financial Partners, LLC’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 		$311K Buy
+1,506
New +$267K 0.07% 190
2026
Q1 		– Sell
-2,173
Closed -$309K – 258
2025
Q4 		$309K Sell
2,173
-290
-12% -$35.9K 0.07% 181
2025
Q3 		$247K Buy
2,463
+611
+33% +$68.8K 0.06% 231
2025
Q2 		$230K Buy
+1,852
New +$197K 0.06% 226

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

Advus Financial Partners, LLC's TWLO Position: Q2 2026 in Review

Advus Financial Partners, LLC opened a new position in Twilio (TWLO) in Q2 2026: 1,506 shares worth $311K. The stake represents 0.07% of the portfolio and ranks #190 among its holdings. This is a return to the name: Advus Financial Partners, LLC previously reported a position in TWLO as recently as Q4 2025.

Advus Financial Partners, LLC first reported a position in TWLO in Q2 2025 and has held it in 4 quarters since. 963 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Advus Financial Partners, LLC held 1,506 shares of Twilio worth $311K as of Q2 2026.
  • Twilio was a new Advus Financial Partners, LLC position in Q2 2026.
  • Twilio made up 0.07% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #190 holding.
  • Advus Financial Partners, LLC first reported a position in Twilio in Q2 2025 and has held it in 4 quarters since.
  • 963 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.