CWM
TWLO icon

Centricity Wealth Management’s Twilio TWLO Stock Holding History

Centricity 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
2025
Q2 		$39.3K Hold
316
– – 0.03% 193
2025
Q1 		$30.9K Sell
316
-87
-22% -$10.3K 0.03% 211
2024
Q4 		$43.6K Buy
+403
New +$36.8K 0.04% 186

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centricity Wealth Management's TWLO Position: Q2 2025 in Review

Centricity Wealth Management held its Twilio (TWLO) position steady in Q2 2025 at 316 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #193.

Centricity Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 3 quarters since. The position peaked at $43.6K in Q4 2024. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Centricity Wealth Management held 316 shares of Twilio worth $39.3K as of Q2 2025.
  • Centricity Wealth Management left its Twilio share count unchanged in Q2 2025.
  • Twilio made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #193 holding.
  • Centricity Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Twilio position peaked at $43.6K in Q4 2024.
  • 824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.