Crestwood Advisors Group’s Twilio TWLO Stock Holding History

Crestwood Advisors Group’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	$829K	Buy	4,017 +556	+16%	+$98.6K	0.01%	355
2026 Q1	$435K	Buy	3,461 +1,923	+125%	+$237K	0.01%	464
2025 Q4	$219K	Buy	+1,538	New	+$191K	﹤0.01%	635
2021 Q3	–	Sell	-620	Closed	-$244K	–	274
2021 Q2	$244K	Buy	+620	New	+$215K	0.01%	245
2020 Q1	–	Sell	-30,540	Closed	-$3M	–	251
2019 Q4	$3M	Sell	30,540 -845	-3%	-$86.3K	0.12%	103
2019 Q3	$3.45M	Sell	31,385 -2,445	-7%	-$317K	0.15%	98
2019 Q2	$4.61M	Buy	+33,830	New	+$4.5M	0.21%	94

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Crestwood Advisors Group's TWLO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Twilio (TWLO) stake by 16% in Q2 2026, buying an estimated $98.6K and bringing the position to 4,017 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #355.

Crestwood Advisors Group first reported a position in TWLO in Q2 2019 and has held it in 7 quarters since. The position peaked at $4.61M in Q2 2019. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Crestwood Advisors Group held 4,017 shares of Twilio worth $829K as of Q2 2026.
Crestwood Advisors Group bought 556 Twilio shares in Q2 2026, an estimated $98.6K.
Twilio made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #355 holding.
Crestwood Advisors Group first reported a position in Twilio in Q2 2019 and has held it in 7 quarters since.
Crestwood Advisors Group's Twilio position peaked at $4.61M in Q2 2019.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.