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Circle Wealth Management’s Twilio TWLO Stock Holding History

Circle 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 		$2.87M Buy
13,909
+1,838
+15% +$326K 0.04% 83
2026
Q1 		$1.52M Buy
12,071
+52
+0.4% +$6.4K 0.02% 105
2025
Q4 		$1.71M Hold
12,019
– – 0.03% 98
2025
Q3 		$1.2M Sell
12,019
-3,467
-22% -$390K 0.02% 110
2025
Q2 		$1.93M Buy
15,486
+3,126
+25% +$332K 0.04% 82
2025
Q1 		$1.21M Buy
12,360
+6,924
+127% +$821K 0.03% 104
2024
Q4 		$588K Buy
+5,436
New +$497K 0.01% 158

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

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

Circle Wealth Management increased its Twilio (TWLO) stake by 15% in Q2 2026, buying an estimated $326K and bringing the position to 13,909 shares worth $2.87M. The position accounts for 0.04% of the portfolio, ranked #83.

Circle Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Circle Wealth Management held 13,909 shares of Twilio worth $2.87M as of Q2 2026.
  • Circle Wealth Management bought 1,838 Twilio shares in Q2 2026, an estimated $326K.
  • Twilio made up 0.04% of Circle Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Circle Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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