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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
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 $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

Circle Wealth Management's TWLO Position: Q1 2026 in Review

Circle Wealth Management increased its Twilio (TWLO) stake by 0.43% in Q1 2026, buying an estimated $6.4K and bringing the position to 12,071 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #105.

Circle Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Circle Wealth Management held 12,071 shares of Twilio worth $1.52M as of Q1 2026.
  • Circle Wealth Management bought 52 Twilio shares in Q1 2026, an estimated $6.4K.
  • Twilio made up 0.02% of Circle Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Circle Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
  • Circle Wealth Management's Twilio position peaked at $1.93M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.