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Copia Wealth Management’s Twilio TWLO Stock Holding History

Copia 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 		$24.6K Hold
119
– – 0.01% 270
2026
Q1 		$15K Hold
119
– – 0.01% 291
2025
Q4 		$16.9K Buy
119
+10
+9% +$1.24K 0.01% 276
2025
Q3 		$10.9K Hold
109
– – 0.01% 307
2025
Q2 		$13.6K Hold
109
– – 0.01% 267
2025
Q1 		$10.7K Hold
109
– – 0.01% 271
2024
Q4 		$11.8K Buy
+109
New +$9.96K 0.01% 248

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

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

Copia Wealth Management held its Twilio (TWLO) position steady in Q2 2026 at 119 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #270.

Copia Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Copia Wealth Management held 119 shares of Twilio worth $24.6K as of Q2 2026.
  • Copia Wealth Management left its Twilio share count unchanged in Q2 2026.
  • Twilio made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #270 holding.
  • Copia Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.