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Evolve Private Wealth’s Twilio TWLO Stock Holding History

Evolve Private Wealth’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 		$305K Sell
1,479
-3,242
-69% -$575K 0.02% 716
2026
Q1 		$594K Buy
4,721
+594
+14% +$73.1K 0.03% 505
2025
Q4 		$587K Buy
+4,127
New +$511K 0.03% 470

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 $3.37T AUM 44.26% 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

Evolve Private Wealth's TWLO Position: Q2 2026 in Review

Evolve Private Wealth reduced its Twilio (TWLO) stake by 69% in Q2 2026, selling an estimated $575K and leaving 1,479 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #716.

Evolve Private Wealth first reported a position in TWLO in Q4 2025 and has held it in 3 quarters since. The position peaked at $594K in Q1 2026. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Evolve Private Wealth held 1,479 shares of Twilio worth $305K as of Q2 2026.
  • Evolve Private Wealth sold 3,242 Twilio shares in Q2 2026, an estimated $575K.
  • Twilio made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #716 holding.
  • Evolve Private Wealth first reported a position in Twilio in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Twilio position peaked at $594K in Q1 2026.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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