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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
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 $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Bogart Wealth LLC's TWLO Position: Q1 2026 in Review

Bogart Wealth LLC increased its Twilio (TWLO) stake by 67% in Q1 2026, buying an estimated $1.23K and bringing the position to 25 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Bogart Wealth LLC first reported a position in TWLO in Q1 2022 and has held it in 9 quarters since. The position peaked at $10.3K in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Bogart Wealth LLC held 25 shares of Twilio worth $3.15K as of Q1 2026.
  • Bogart Wealth LLC bought 10 Twilio shares in Q1 2026, an estimated $1.23K.
  • Twilio made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1177 holding.
  • Bogart Wealth LLC first reported a position in Twilio in Q1 2022 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Twilio position peaked at $10.3K in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.