Focused Wealth Management
TWLO icon

Focused Wealth Management’s Twilio TWLO Stock Holding History

Focused Wealth 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
Q3 		– Sell
-1,560
Closed -$322K – 297
2026
Q2 		$322K Buy
+1,560
New +$277K 0.03% 172
2024
Q3 		– Sell
-724
Closed -$41.1K – 293
2024
Q2 		$41.1K Buy
+724
New +$42.7K 0.01% 216
2024
Q1 		– Sell
-724
Closed -$54.9K – 911
2023
Q4 		$54.9K Hold
724
– – 0.01% 292
2023
Q3 		$42.4K Sell
724
-1,000
-58% -$62.3K 0.01% 312
2023
Q2 		$110K Buy
1,724
+1,125
+188% +$66.4K 0.02% 193
2023
Q1 		$39.9K Hold
599
– – 0.01% 340
2022
Q4 		$29.3K Sell
599
-900
-60% -$51.2K 0.01% 369
2022
Q3 		$104K Buy
1,499
+900
+150% +$71.9K 0.02% 176
2022
Q2 		$50K Buy
599
+280
+88% +$31.3K 0.01% 287
2022
Q1 		$53K Buy
319
+10
+3% +$1.82K 0.01% 306
2021
Q4 		$81K Sell
309
-85
-22% -$25.4K 0.01% 310
2021
Q3 		$126K Buy
394
+380
+2,714% +$138K 0.02% 252
2021
Q2 		$6K Hold
14
– – ﹤0.01% 698
2021
Q1 		$5K Hold
14
– – ﹤0.01% 722
2020
Q4 		$5K Sell
14
-30
-68% -$9.37K ﹤0.01% 662
2020
Q3 		$11K Sell
44
-869
-95% -$214K ﹤0.01% 501
2020
Q2 		$200K Buy
913
+179
+24% +$28.7K 0.05% 136
2020
Q1 		$66K Buy
734
+20
+3% +$2.2K 0.02% 256
2019
Q4 		$70K Hold
714
– – 0.02% 288
2019
Q3 		$79K Hold
714
– – 0.02% 255
2019
Q2 		$97K Hold
714
– – 0.03% 244
2019
Q1 		$92K Buy
714
+14
+2% +$1.58K 0.03% 228
2018
Q4 		$63K Buy
+700
New +$56.9K 0.02% 277
2016
Q4 		– Sell
-700
Closed -$45K – 735
2016
Q3 		$45K Buy
+700
New +$35K 0.02% 281

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Focused Wealth Management's TWLO Position: Q3 2026 in Review

Focused Wealth Management sold out of Twilio (TWLO) in Q3 2026, closing a stake of 1,560 shares — an estimated $322K sold.

Focused Wealth Management first reported a position in TWLO in Q3 2016 and held it in 24 quarters. The position peaked at $322K in Q2 2026. 462 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Focused Wealth Management reported no remaining Twilio position as of Q3 2026 after selling out during the quarter.
  • Focused Wealth Management sold 1,560 Twilio shares in Q3 2026, an estimated $322K.
  • Focused Wealth Management first reported a position in Twilio in Q3 2016 and held it in 24 quarters.
  • Focused Wealth Management's Twilio position peaked at $322K in Q2 2026.
  • 462 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.