EP Wealth Advisors’s Twilio TWLO Stock Holding History

EP Wealth Advisors’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	$448K	Buy	3,558 +1,622	+84%	+$200K	﹤0.01%	949
2025 Q4	$275K	Buy	+1,936	New	+$240K	﹤0.01%	1185
2022 Q3	–	Sell	-3,136	Closed	-$263K	–	624
2022 Q2	$263K	Sell	3,136 -2,727	-47%	-$305K	0.01%	516
2022 Q1	$966K	Sell	5,863 -143	-2%	-$26.1K	0.02%	276
2021 Q4	$1.58M	Sell	6,006 -1,939	-24%	-$580K	0.04%	208
2021 Q3	$2.54M	Buy	7,945 +104	+1%	+$37.9K	0.07%	147
2021 Q2	$3.09M	Sell	7,841 -991	-11%	-$344K	0.09%	142
2021 Q1	$3.01M	Buy	8,832 +1,002	+13%	+$375K	0.1%	135
2020 Q4	$2.65M	Buy	+7,830	New	+$2.45M	0.09%	110

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EP Wealth Advisors's TWLO Position: Q1 2026 in Review

EP Wealth Advisors increased its Twilio (TWLO) stake by 84% in Q1 2026, buying an estimated $200K and bringing the position to 3,558 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

EP Wealth Advisors first reported a position in TWLO in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.09M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

EP Wealth Advisors held 3,558 shares of Twilio worth $448K as of Q1 2026.
EP Wealth Advisors bought 1,622 Twilio shares in Q1 2026, an estimated $200K.
Twilio made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #949 holding.
EP Wealth Advisors first reported a position in Twilio in Q4 2020 and has held it in 9 quarters since.
EP Wealth Advisors's Twilio position peaked at $3.09M in Q2 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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