Activest Wealth Management
TWLO icon

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
2026
Q3 		$52.6K Sell
180
-104
-37% -$23.7K 0.01% 261
2026
Q2 		$58.6K Buy
+284
New +$50.3K 0.01% 251
2025
Q4 		– Sell
-91
Closed -$9.11K – 1303
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 		$6.94K 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% -$8.02K ﹤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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Activest Wealth Management's TWLO Position: Q3 2026 in Review

Activest Wealth Management reduced its Twilio (TWLO) stake by 37% in Q3 2026, selling an estimated $23.7K and leaving 180 shares worth $52.6K. The position accounts for 0.01% of the portfolio, ranked #261.

Activest Wealth Management first reported a position in TWLO in Q1 2021 and has held it in 21 quarters since. The position peaked at $58.6K in Q2 2026. 642 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Activest Wealth Management held 180 shares of Twilio worth $52.6K as of Q3 2026.
  • Activest Wealth Management sold 104 Twilio shares in Q3 2026, an estimated $23.7K.
  • Twilio made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #261 holding.
  • Activest Wealth Management first reported a position in Twilio in Q1 2021 and has held it in 21 quarters since.
  • Activest Wealth Management's Twilio position peaked at $58.6K in Q2 2026.
  • 642 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.