DWM
TWLO icon

Dynasty Wealth Management’s Twilio TWLO Stock Holding History

Dynasty 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 		$264K Buy
2,097
+638
+44% +$78.5K ﹤0.01% 303
2025
Q4 		$208K Buy
+1,459
New +$181K ﹤0.01% 330

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

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

Dynasty Wealth Management increased its Twilio (TWLO) stake by 44% in Q1 2026, buying an estimated $78.5K and bringing the position to 2,097 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Dynasty Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 2 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Dynasty Wealth Management held 2,097 shares of Twilio worth $264K as of Q1 2026.
  • Dynasty Wealth Management bought 638 Twilio shares in Q1 2026, an estimated $78.5K.
  • Twilio made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #303 holding.
  • Dynasty Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 2 quarters since.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.