AWM
TWLO icon

Axxcess Wealth Management’s Twilio TWLO Stock Holding History

Axxcess 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
-2,367
Closed -$237K – 1106
2025
Q3 		$237K Buy
+2,367
New +$266K 0.01% 836
2024
Q1 		– Sell
-5,650
Closed -$429K – 930
2023
Q4 		$429K Sell
5,650
-240
-4% -$15K 0.01% 560
2023
Q3 		$345K Buy
5,890
+228
+4% +$14.2K 0.01% 564
2023
Q2 		$360K Buy
5,662
+793
+16% +$46.8K 0.03% 414
2023
Q1 		$324K Sell
4,869
-15
-0.3% -$925 0.03% 460
2022
Q4 		$239K Sell
4,884
-1,218
-20% -$69.3K 0.02% 505
2022
Q3 		$422K Buy
6,102
+545
+10% +$43.5K 0.04% 347
2022
Q2 		$466K Buy
5,557
+938
+20% +$105K 0.05% 322
2022
Q1 		$761K Sell
4,619
-359
-7% -$65.4K 0.06% 272
2021
Q4 		$1.31M Buy
+4,978
New +$1.49M 0.1% 166

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return