BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Twilio TWLO Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$5.85K	Sell	20 -18	-47%	-$4.1K	﹤0.01%	1165
2026 Q2	$7.84K	Hold	38	–	–	﹤0.01%	1628
2026 Q1	$4.78K	Hold	38	–	–	﹤0.01%	1853
2025 Q4	$5.4K	Hold	38	–	–	﹤0.01%	1878
2025 Q3	$3.8K	Hold	38	–	–	﹤0.01%	1909
2025 Q2	$4.73K	Hold	38	–	–	﹤0.01%	1793
2025 Q1	$3.72K	Sell	38 -30	-44%	-$3.56K	﹤0.01%	1853
2024 Q4	$7.35K	Sell	68 -162	-70%	-$14.8K	﹤0.01%	1575
2024 Q3	$15K	Buy	+230	New	+$13.8K	﹤0.01%	1375

Other funds holding TWLO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s TWLO Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Twilio (TWLO) stake by 47% in Q3 2026, selling an estimated $4.1K and leaving 20 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in TWLO in Q3 2024 and has held it in 9 quarters since. The position peaked at $15K in Q3 2024. 895 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 20 shares of Twilio worth $5.85K as of Q3 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 18 Twilio shares in Q3 2026, an estimated $4.1K.
Twilio made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q3 2026, its #1165 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Twilio in Q3 2024 and has held it in 9 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Twilio position peaked at $15K in Q3 2024.
895 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.