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 Q2	$831K	Buy	4,027 +469	+13%	+$83.1K	﹤0.01%	814
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 $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

EP Wealth Advisors's TWLO Position: Q2 2026 in Review

EP Wealth Advisors increased its Twilio (TWLO) stake by 13% in Q2 2026, buying an estimated $83.1K and bringing the position to 4,027 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

EP Wealth Advisors first reported a position in TWLO in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.09M in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

EP Wealth Advisors held 4,027 shares of Twilio worth $831K as of Q2 2026.
EP Wealth Advisors bought 469 Twilio shares in Q2 2026, an estimated $83.1K.
Twilio made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #814 holding.
EP Wealth Advisors first reported a position in Twilio in Q4 2020 and has held it in 10 quarters since.
EP Wealth Advisors's Twilio position peaked at $3.09M in Q2 2021.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.