Cary Street Partners Investment Advisory’s Twilio TWLO Stock Holding History

Cary Street Partners Investment Advisory’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	$164K	Buy	794 +227	+40%	+$40.2K	0.03%	417
2026 Q1	$71.3K	Buy	567 +226	+66%	+$27.8K	0.02%	500
2025 Q4	$48.5K	Buy	341 +48	+16%	+$5.95K	0.01%	514
2025 Q3	$29.3K	Buy	293 +11	+4%	+$1.24K	0.01%	490
2025 Q2	$35.1K	Buy	282 +73	+35%	+$7.76K	0.02%	435
2025 Q1	$20.5K	Buy	209 +208	+20,800%	+$24.6K	0.01%	440
2024 Q4	$108	Buy	+1	New	+$91	﹤0.01%	515
2023 Q4	–	Sell	-10	Closed	-$585	–	1718
2023 Q3	$585	Hold	10	–	–	﹤0.01%	1786
2023 Q2	$636	Hold	10	–	–	﹤0.01%	1675
2023 Q1	$666	Hold	10	–	–	﹤0.01%	1594
2022 Q4	$490	Buy	+10	New	+$569	﹤0.01%	1617
2020 Q4	–	Sell	-145	Closed	-$36K	–	828
2020 Q3	$36K	Buy	+145	New	+$35.7K	0.01%	544

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cary Street Partners Investment Advisory's TWLO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Twilio (TWLO) stake by 40% in Q2 2026, buying an estimated $40.2K and bringing the position to 794 shares worth $164K. The position accounts for 0.03% of the portfolio, ranked #417.

Cary Street Partners Investment Advisory first reported a position in TWLO in Q3 2020 and has held it in 12 quarters since. 695 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Cary Street Partners Investment Advisory held 794 shares of Twilio worth $164K as of Q2 2026.
Cary Street Partners Investment Advisory bought 227 Twilio shares in Q2 2026, an estimated $40.2K.
Twilio made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #417 holding.
Cary Street Partners Investment Advisory first reported a position in Twilio in Q3 2020 and has held it in 12 quarters since.
695 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.