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 – 1097
2025
Q3 		$237K Buy
+2,367
New +$266K 0.01% 836
2024
Q1 		– Sell
-5,650
Closed -$429K – 929
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 0.02% 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 0.04% 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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axxcess Wealth Management's TWLO Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 2,367 shares — an estimated $237K sold.

Axxcess Wealth Management first reported a position in TWLO in Q4 2021 and held it in 10 quarters. The position peaked at $1.31M in Q4 2021. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,367 Twilio shares in Q4 2025, an estimated $237K.
  • Axxcess Wealth Management first reported a position in Twilio in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Twilio position peaked at $1.31M in Q4 2021.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.