Financial Perspectives’s Twilio TWLO Stock Holding History

Financial Perspectives’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	–	Sell	-8	Closed	-$1.01K	–	735
2026 Q1	$1.01K	Hold	8	–	–	﹤0.01%	666
2025 Q4	$1.14K	Hold	8	–	–	﹤0.01%	662
2025 Q3	$801	Hold	8	–	–	﹤0.01%	668
2025 Q2	$995	Hold	8	–	–	﹤0.01%	663
2025 Q1	$783	Sell	8 -5	-38%	-$593	﹤0.01%	668
2024 Q4	$1.41K	Hold	13	–	–	﹤0.01%	648
2024 Q3	$848	Hold	13	–	–	﹤0.01%	627
2024 Q2	$739	Hold	13	–	–	﹤0.01%	625
2024 Q1	$795	Hold	13	–	–	﹤0.01%	616
2023 Q4	$986	Hold	13	–	–	﹤0.01%	629
2023 Q3	$761	Hold	13	–	–	﹤0.01%	649
2023 Q2	$827	Hold	13	–	–	﹤0.01%	627
2023 Q1	$866	Hold	13	–	–	﹤0.01%	626
2022 Q4	$636	Hold	13	–	–	﹤0.01%	637
2022 Q3	$899	Hold	13	–	–	﹤0.01%	631
2022 Q2	$1.09K	Hold	13	–	–	﹤0.01%	625
2022 Q1	$2.14K	Hold	13	–	–	﹤0.01%	601
2021 Q4	$3.42K	Sell	13 -37	-74%	-$11.1K	﹤0.01%	545
2021 Q3	$16K	Buy	50 +11	+28%	+$4.01K	0.01%	382
2021 Q2	$15.4K	Sell	39 -13,251	-100%	-$4.6M	0.01%	413
2021 Q1	$39K	Buy	+13,290	New	+$4.98M	﹤0.01%	570
2020 Q2	–	Sell	-50	Closed	-$4.47K	–	562
2020 Q1	$4.47K	Hold	50	–	–	﹤0.01%	387
2019 Q4	$4.91K	Buy	+50	New	+$5.11K	﹤0.01%	396

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

Financial Perspectives's TWLO Position: Q2 2026 in Review

Financial Perspectives sold out of Twilio (TWLO) in Q2 2026, closing a stake of 8 shares — an estimated $1.01K sold.

Financial Perspectives first reported a position in TWLO in Q4 2019 and held it in 23 quarters. The position peaked at $39K in Q1 2021. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Financial Perspectives reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Financial Perspectives sold 8 Twilio shares in Q2 2026, an estimated $1.01K.
Financial Perspectives first reported a position in Twilio in Q4 2019 and held it in 23 quarters.
Financial Perspectives's Twilio position peaked at $39K in Q1 2021.
959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.