Activest Wealth Management’s Twilio TWLO Stock Holding History

Activest 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
2025 Q4	–	Sell	-91	Closed	-$9.11K	–	1364
2025 Q3	$9.11K	Buy	91 +15	+20%	+$1.69K	﹤0.01%	524
2025 Q2	$9.45K	Buy	76 +4	+6%	+$425	﹤0.01%	436
2025 Q1	$7.05K	Sell	72 -50	-41%	-$5.92K	﹤0.01%	460
2024 Q4	$13.2K	Hold	122	–	–	﹤0.01%	289
2024 Q3	$7.96K	Hold	122	–	–	﹤0.01%	335
2024 Q2	$6.93K	Sell	122 -400	-77%	-$23.6K	﹤0.01%	323
2024 Q1	$31.9K	Buy	522 +400	+328%	+$26.3K	0.02%	144
2023 Q4	$9.26K	Buy	122 +33	+37%	+$2.06K	0.01%	200
2023 Q3	$5.21K	Buy	89 +30	+51%	+$1.87K	﹤0.01%	222
2023 Q2	$16.6K	Hold	59	–	–	0.01%	135
2023 Q1	$3.74K	Sell	59 -250	-81%	-$15.4K	﹤0.01%	227
2022 Q4	$15.1K	Sell	309 -141	-31%	-$8.03K	﹤0.01%	279
2022 Q3	$31K	Buy	450 +250	+125%	+$20K	0.01%	211
2022 Q2	$17K	Buy	200 +36	+22%	+$4.03K	0.01%	169
2022 Q1	$27K	Buy	164 +147	+865%	+$26.8K	0.02%	138
2021 Q4	$4K	Hold	17	–	–	﹤0.01%	275
2021 Q3	$5K	Sell	17 -21	-55%	-$7.65K	﹤0.01%	292
2021 Q2	$15K	Buy	38 +25	+192%	+$8.68K	0.01%	172
2021 Q1	$4K	Buy	+13	New	+$4.87K	﹤0.01%	255

Other funds holding TWLO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return