Bartlett & Co Wealth Management’s Twilio TWLO Stock Holding History

Bartlett & Co 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	-15	Closed	-$1.5K	–	1268
2025 Q3	$1.5K	Hold	15	–	–	﹤0.01%	1111
2025 Q2	$1.86K	Hold	15	–	–	﹤0.01%	1102
2025 Q1	$1.47K	Hold	15	–	–	﹤0.01%	1086
2024 Q4	$1.62K	Hold	15	–	–	﹤0.01%	1047
2024 Q3	$978	Hold	15	–	–	﹤0.01%	1078
2024 Q2	$852	Hold	15	–	–	﹤0.01%	1093
2024 Q1	$917	Hold	15	–	–	﹤0.01%	1074
2023 Q4	$1.16K	Hold	15	–	–	﹤0.01%	1182
2023 Q3	$878	Hold	15	–	–	﹤0.01%	1119
2023 Q2	$954	Sell	15 -100	-87%	-$5.9K	﹤0.01%	1103
2023 Q1	$7.66K	Hold	115	–	–	﹤0.01%	845
2022 Q4	$5.63K	Hold	115	–	–	﹤0.01%	901
2022 Q3	$7.95K	Hold	115	–	–	﹤0.01%	856
2022 Q2	$9.64K	Buy	115 +50	+77%	+$5.59K	﹤0.01%	874
2022 Q1	$10.7K	Buy	+65	New	+$11.8K	﹤0.01%	819
2021 Q3	–	Sell	-4	Closed	-$1.58K	–	1074
2021 Q2	$1.58K	Hold	4	–	–	﹤0.01%	890
2021 Q1	$1.36K	Hold	4	–	–	﹤0.01%	935
2020 Q4	$1.35K	Buy	+4	New	+$1.25K	﹤0.01%	990

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bartlett & Co Wealth Management's TWLO Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 15 shares — an estimated $1.5K sold.

Bartlett & Co Wealth Management first reported a position in TWLO in Q4 2020 and held it in 18 quarters. The position peaked at $10.7K in Q1 2022. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 15 Twilio shares in Q4 2025, an estimated $1.5K.
Bartlett & Co Wealth Management first reported a position in Twilio in Q4 2020 and held it in 18 quarters.
Bartlett & Co Wealth Management's Twilio position peaked at $10.7K in Q1 2022.
872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.