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Bogart Wealth LLC’s Twilio TWLO Stock Holding History

Bogart Wealth LLC’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 		$13.8K Buy
67
+42
+168% +$7.45K ﹤0.01% 913
2026
Q1 		$3.15K Buy
25
+10
+67% +$1.23K ﹤0.01% 1177
2025
Q4 		$2.13K Buy
15
+4
+36% +$495 ﹤0.01% 1168
2025
Q3 		$1.1K Sell
11
-72
-87% -$8.11K ﹤0.01% 1265
2025
Q2 		$10.3K Buy
83
+11
+15% +$1.17K ﹤0.01% 790
2025
Q1 		$7.05K Buy
+72
New +$8.53K ﹤0.01% 838
2023
Q1 		– Sell
-7
Closed -$343 – 1206
2022
Q4 		$343 Sell
7
-8
-53% -$455 ﹤0.01% 938
2022
Q3 		$1K Hold
15
– – ﹤0.01% 950
2022
Q2 		$1K Buy
15
+5
+50% +$559 ﹤0.01% 872
2022
Q1 		$2K Buy
+10
New +$1.82K ﹤0.01% 708

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bogart Wealth LLC's TWLO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Twilio (TWLO) stake by 168% in Q2 2026, buying an estimated $7.45K and bringing the position to 67 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Bogart Wealth LLC first reported a position in TWLO in Q1 2022 and has held it in 10 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Bogart Wealth LLC held 67 shares of Twilio worth $13.8K as of Q2 2026.
  • Bogart Wealth LLC bought 42 Twilio shares in Q2 2026, an estimated $7.45K.
  • Twilio made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #913 holding.
  • Bogart Wealth LLC first reported a position in Twilio in Q1 2022 and has held it in 10 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.