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Everhart Financial Group’s Twilio TWLO Stock Holding History

Everhart Financial Group’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 		$391K Buy
1,896
+79
+4% +$14K 0.03% 312
2026
Q1 		$229K Buy
+1,817
New +$223K 0.02% 419

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Everhart Financial Group's TWLO Position: Q2 2026 in Review

Everhart Financial Group increased its Twilio (TWLO) stake by 4.3% in Q2 2026, buying an estimated $14K and bringing the position to 1,896 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #312.

Everhart Financial Group first reported a position in TWLO in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Everhart Financial Group held 1,896 shares of Twilio worth $391K as of Q2 2026.
  • Everhart Financial Group bought 79 Twilio shares in Q2 2026, an estimated $14K.
  • Twilio made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #312 holding.
  • Everhart Financial Group first reported a position in Twilio in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.