Aptus Capital Advisors’s Twilio TWLO Stock Holding History

Aptus Capital Advisors’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	$273K	Buy	+1,323	New	+$235K	﹤0.01%	987
2026 Q1	–	Sell	-2,806	Closed	-$399K	–	1785
2025 Q4	$399K	Sell	2,806 -18	-0.6%	-$2.23K	﹤0.01%	804
2025 Q3	$283K	Sell	2,824 -23	-0.8%	-$2.59K	﹤0.01%	862
2025 Q2	$354K	Sell	2,847 -24	-0.8%	-$2.55K	﹤0.01%	777
2025 Q1	$281K	Buy	2,871 +47	+2%	+$5.57K	﹤0.01%	787
2024 Q4	$305K	Buy	+2,824	New	+$258K	﹤0.01%	765

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

Aptus Capital Advisors's TWLO Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Twilio (TWLO) in Q2 2026: 1,323 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in TWLO as recently as Q4 2025.

Aptus Capital Advisors first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $399K in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Aptus Capital Advisors held 1,323 shares of Twilio worth $273K as of Q2 2026.
Twilio was a new Aptus Capital Advisors position in Q2 2026.
Twilio made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #987 holding.
Aptus Capital Advisors first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
Aptus Capital Advisors's Twilio position peaked at $399K in Q4 2025.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.