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Todd Wealth Management, LLC’s Twilio TWLO Stock Holding History

Todd Wealth Management, LLC’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 		$580K Sell
2,813
-20
-0.7% -$3.55K 0.44% 54
2026
Q1 		$356K Sell
2,833
-104
-4% -$12.8K 0.32% 67
2025
Q4 		$418K Buy
+2,937
New +$364K 0.38% 61

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 $3.38T AUM 44.17% 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

Todd Wealth Management, LLC's TWLO Position: Q2 2026 in Review

Todd Wealth Management, LLC reduced its Twilio (TWLO) stake by 0.71% in Q2 2026, selling an estimated $3.55K and leaving 2,813 shares worth $580K. The position accounts for 0.44% of the portfolio, ranked #54.

Todd Wealth Management, LLC first reported a position in TWLO in Q4 2025 and has held it in 3 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Todd Wealth Management, LLC held 2,813 shares of Twilio worth $580K as of Q2 2026.
  • Todd Wealth Management, LLC sold 20 Twilio shares in Q2 2026, an estimated $3.55K.
  • Twilio made up 0.44% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #54 holding.
  • Todd Wealth Management, LLC first reported a position in Twilio in Q4 2025 and has held it in 3 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.