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CBIZ Investment Advisory Services’s Twilio TWLO Stock Holding History

CBIZ Investment Advisory Services’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
-90
Closed -$12.8K – 715
2025
Q4 		$12.8K Hold
90
– – ﹤0.01% 340
2025
Q3 		$9.01K Hold
90
– – ﹤0.01% 356
2025
Q2 		$11.2K Hold
90
– – ﹤0.01% 335
2025
Q1 		$8.81K Hold
90
– – ﹤0.01% 326
2024
Q4 		$9.73K Hold
90
– – ﹤0.01% 281
2024
Q3 		$5.87K Hold
90
– – ﹤0.01% 292
2024
Q2 		$5.11K Sell
90
-120
-57% -$7.08K ﹤0.01% 294
2024
Q1 		$12.8K Buy
+210
New +$13.8K ﹤0.01% 235

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

CBIZ Investment Advisory Services's TWLO Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Twilio (TWLO) in Q1 2026, closing a stake of 90 shares — an estimated $12.8K sold.

CBIZ Investment Advisory Services first reported a position in TWLO in Q1 2024 and held it in 8 quarters. The position peaked at $12.8K in Q1 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 90 Twilio shares in Q1 2026, an estimated $12.8K.
  • CBIZ Investment Advisory Services first reported a position in Twilio in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Twilio position peaked at $12.8K in Q1 2024.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.