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Contango Wealth Management’s Twilio TWLO Stock Holding History

Contango 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 		$4.97M Hold
39,500
– – 5.81% 4
2025
Q4 		$5.62M Buy
+39,500
New +$4.89M 6.28% 6

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 $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

Contango Wealth Management held its Twilio (TWLO) position steady in Q1 2026 at 39,500 shares worth $4.97M. The position accounts for 5.81% of the portfolio, ranked #4.

Contango Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.62M in Q4 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Contango Wealth Management held 39,500 shares of Twilio worth $4.97M as of Q1 2026.
  • Contango Wealth Management left its Twilio share count unchanged in Q1 2026.
  • Twilio made up 5.81% of Contango Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Contango Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's Twilio position peaked at $5.62M in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.