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Blue Bell Private Wealth Management’s Twilio TWLO Stock Holding History

Blue Bell Private 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
Q1 		– Sell
-1
Closed -$142 – 776
2025
Q4 		$142 Sell
1
-14
-93% -$1.73K ﹤0.01% 716
2025
Q3 		$1.5K Hold
15
– – ﹤0.01% 658
2025
Q2 		$1.86K Sell
15
-43
-74% -$4.57K ﹤0.01% 636
2025
Q1 		$5.68K Buy
+58
New +$6.87K ﹤0.01% 565
2023
Q1 		– Sell
-20
Closed -$979 – 707
2022
Q4 		$979 Hold
20
– – ﹤0.01% 636
2022
Q3 		$1K Hold
20
– – ﹤0.01% 715
2022
Q2 		$2K Buy
20
+10
+100% +$1.12K ﹤0.01% 657
2022
Q1 		$2K Hold
10
– – ﹤0.01% 716
2021
Q4 		$3K Buy
+10
New +$2.99K ﹤0.01% 635

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Blue Bell Private Wealth Management's TWLO Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 1 share — an estimated $142 sold.

Blue Bell Private Wealth Management first reported a position in TWLO in Q4 2021 and held it in 9 quarters. The position peaked at $5.68K in Q1 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1 Twilio share in Q1 2026, an estimated $142.
  • Blue Bell Private Wealth Management first reported a position in Twilio in Q4 2021 and held it in 9 quarters.
  • Blue Bell Private Wealth Management's Twilio position peaked at $5.68K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.