Abound Wealth Management’s Twilio TWLO Stock Holding History

Abound Wealth Management’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	$51.6K	Sell	250 -2	-0.8%	-$355	0.01%	233
2026 Q1	$31.7K	Hold	252	–	–	0.01%	318
2025 Q4	$35.8K	Buy	252 +2	+0.8%	+$248	0.01%	273
2025 Q3	$25K	Hold	250	–	–	0.01%	315
2025 Q2	$31.1K	Hold	250	–	–	0.01%	271
2025 Q1	$24.5K	Hold	250	–	–	0.01%	267
2024 Q4	$27K	Hold	250	–	–	0.01%	242
2024 Q3	$16.3K	Hold	250	–	–	0.01%	328
2024 Q2	$14.2K	Sell	250 -2	-0.8%	-$118	0.01%	313
2024 Q1	$15.4K	Sell	252 -14	-5%	-$922	0.01%	297
2023 Q4	$20.2K	Buy	266 +14	+6%	+$873	0.01%	256
2023 Q3	$14.8K	Hold	252	–	–	0.01%	266
2023 Q2	$16K	Buy	252 +2	+0.8%	+$118	0.01%	253
2023 Q1	$16.7K	Hold	250	–	–	0.01%	224
2022 Q4	$12.2K	Hold	250	–	–	0.01%	238
2022 Q3	$17.3K	Buy	+250	New	+$20K	0.01%	206

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

Abound Wealth Management's TWLO Position: Q2 2026 in Review

Abound Wealth Management reduced its Twilio (TWLO) stake by 0.79% in Q2 2026, selling an estimated $355 and leaving 250 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #233.

Abound Wealth Management first reported a position in TWLO in Q3 2022 and has held it in 16 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Abound Wealth Management held 250 shares of Twilio worth $51.6K as of Q2 2026.
Abound Wealth Management sold 2 Twilio shares in Q2 2026, an estimated $355.
Twilio made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #233 holding.
Abound Wealth Management first reported a position in Twilio in Q3 2022 and has held it in 16 quarters since.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.