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Cedar Wealth Management’s Twilio TWLO Stock Holding History

Cedar 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
Q2 		– Sell
-3,260
Closed -$410K – 101
2026
Q1 		$410K Hold
3,260
– – 0.12% 59
2025
Q4 		$464K Sell
3,260
-67
-2% -$8.3K 0.14% 54
2025
Q3 		$333K Hold
3,327
– – 0.1% 65
2025
Q2 		$414K Hold
3,327
– – 0.14% 53
2025
Q1 		$326K Hold
3,327
– – 0.12% 61
2024
Q4 		$360K Sell
3,327
-3,489
-51% -$319K 0.13% 55
2024
Q3 		$445K Sell
6,816
-951
-12% -$56.9K 0.14% 73
2024
Q2 		$441K Buy
7,767
+48
+0.6% +$2.83K 0.14% 77
2024
Q1 		$472K Hold
7,719
– – 0.16% 71
2023
Q4 		$586K Buy
7,719
+3,563
+86% +$222K 0.21% 57
2023
Q3 		$243K Buy
4,156
+10
+0.2% +$623 0.1% 93
2023
Q2 		$264K Sell
4,146
-3,934
-49% -$232K 0.1% 88
2023
Q1 		$538K Buy
8,080
+103
+1% +$6.35K 0.22% 61
2022
Q4 		$391K Buy
7,977
+7,860
+6,718% +$447K 0.19% 65
2022
Q3 		$8K Hold
117
– – ﹤0.01% 263
2022
Q2 		$10K Buy
117
+42
+56% +$4.7K ﹤0.01% 265
2022
Q1 		$12K Buy
75
+2
+3% +$364 ﹤0.01% 283
2021
Q4 		$19K Buy
+73
New +$21.8K 0.01% 254

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 $3.37T AUM 44.26% 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

Cedar Wealth Management's TWLO Position: Q2 2026 in Review

Cedar Wealth Management sold out of Twilio (TWLO) in Q2 2026, closing a stake of 3,260 shares — an estimated $410K sold.

Cedar Wealth Management first reported a position in TWLO in Q4 2021 and held it in 18 quarters. The position peaked at $586K in Q4 2023. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Cedar Wealth Management reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 3,260 Twilio shares in Q2 2026, an estimated $410K.
  • Cedar Wealth Management first reported a position in Twilio in Q4 2021 and held it in 18 quarters.
  • Cedar Wealth Management's Twilio position peaked at $586K in Q4 2023.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.