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Evelyn Partners Investment Management’s Twilio TWLO Stock Holding History

Evelyn Partners Investment 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 		$252K Hold
2,000
– – 0.01% 194
2025
Q4 		$284K Hold
2,000
– – 0.01% 186
2025
Q3 		$200K Hold
2,000
– – 0.01% 200
2025
Q2 		$249K Hold
2,000
– – 0.01% 184
2025
Q1 		$196K Hold
2,000
– – 0.01% 196
2024
Q4 		$216K Buy
+2,000
New +$183K 0.01% 189

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 $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Evelyn Partners Investment Management's TWLO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Twilio (TWLO) position steady in Q1 2026 at 2,000 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #194.

Evelyn Partners Investment Management first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $284K in Q4 2025. 815 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Evelyn Partners Investment Management held 2,000 shares of Twilio worth $252K as of Q1 2026.
  • Evelyn Partners Investment Management left its Twilio share count unchanged in Q1 2026.
  • Twilio made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #194 holding.
  • Evelyn Partners Investment Management first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Twilio position peaked at $284K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.