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EverSource Wealth Advisors’s Twilio TWLO Stock Holding History

EverSource 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 		$230K Sell
1,114
-291
-21% -$51.6K 0.01% 936
2026
Q1 		$177K Buy
1,405
+324
+30% +$39.9K 0.01% 1121
2025
Q4 		$154K Sell
1,081
-47
-4% -$5.82K 0.01% 1086
2025
Q3 		$113K Sell
1,128
-595
-35% -$67K ﹤0.01% 1213
2025
Q2 		$214K Sell
1,723
-25
-1% -$2.66K 0.01% 822
2025
Q1 		$171K Buy
1,748
+28
+2% +$3.32K 0.01% 715
2024
Q4 		$186K Buy
1,720
+209
+14% +$19.1K 0.01% 683
2024
Q3 		$98.5K Sell
1,511
-884
-37% -$52.9K 0.01% 792
2024
Q2 		$142K Sell
2,395
-1,301
-35% -$76.8K 0.01% 678
2024
Q1 		$221K Sell
3,696
-2,282
-38% -$150K 0.02% 457
2023
Q4 		$454K Sell
5,978
-288
-5% -$18K 0.04% 259
2023
Q3 		$367K Sell
6,266
-371
-6% -$23.1K 0.04% 268
2023
Q2 		$422K Sell
6,637
-92
-1% -$5.43K 0.05% 252
2023
Q1 		$448K Buy
6,729
+25
+0.4% +$1.54K 0.06% 232
2022
Q4 		$328K Buy
6,704
+5,954
+794% +$339K 0.05% 264
2022
Q3 		$52K Sell
750
-147
-16% -$11.7K 0.01% 625
2022
Q2 		$74K Buy
+897
New +$100K 0.02% 475

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Twilio (TWLO) stake by 21% in Q2 2026, selling an estimated $51.6K and leaving 1,114 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #936.

EverSource Wealth Advisors first reported a position in TWLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $454K in Q4 2023. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • EverSource Wealth Advisors held 1,114 shares of Twilio worth $230K as of Q2 2026.
  • EverSource Wealth Advisors sold 291 Twilio shares in Q2 2026, an estimated $51.6K.
  • Twilio made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #936 holding.
  • EverSource Wealth Advisors first reported a position in Twilio in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Twilio position peaked at $454K in Q4 2023.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.