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Foundations Investment Advisors’s Twilio TWLO Stock Holding History

Foundations Investment 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 		$204K Sell
991
-614
-38% -$109K ﹤0.01% 1140
2026
Q1 		$202K Buy
+1,605
New +$197K ﹤0.01% 1106
2024
Q3 		– Sell
-8,730
Closed -$496K – 863
2024
Q2 		$496K Buy
8,730
+2,494
+40% +$147K 0.01% 498
2024
Q1 		$381K Sell
6,236
-3,763
-38% -$248K 0.01% 525
2023
Q4 		$704K Buy
9,999
+3,031
+43% +$189K 0.02% 367
2023
Q3 		$408K Sell
6,968
-1,711
-20% -$107K 0.01% 440
2023
Q2 		$552K Buy
8,679
+960
+12% +$56.7K 0.02% 343
2023
Q1 		$514K Sell
7,719
-19,813
-72% -$1.22M 0.02% 316
2022
Q4 		$1.35M Buy
27,532
+7,658
+39% +$436K 0.05% 174
2022
Q3 		$1.37M Buy
19,874
+5,133
+35% +$410K 0.06% 127
2022
Q2 		$1.31M Buy
14,741
+682
+5% +$76.3K 0.05% 116
2022
Q1 		$1.93M Buy
14,059
+3,092
+28% +$563K 0.07% 95
2021
Q4 		$2.49M Buy
10,967
+5,006
+84% +$1.5M 0.09% 83
2021
Q3 		$1.91M Sell
5,961
-200
-3% -$72.8K 0.08% 84
2021
Q2 		$2.42M Buy
6,161
+4,536
+279% +$1.57M 0.12% 66
2021
Q1 		$574K Buy
1,625
+1,059
+187% +$397K 0.03% 126
2020
Q4 		$204K Buy
+566
New +$177K 0.01% 180

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

Foundations Investment Advisors's TWLO Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Twilio (TWLO) stake by 38% in Q2 2026, selling an estimated $109K and leaving 991 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Foundations Investment Advisors first reported a position in TWLO in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.49M in Q4 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Foundations Investment Advisors held 991 shares of Twilio worth $204K as of Q2 2026.
  • Foundations Investment Advisors sold 614 Twilio shares in Q2 2026, an estimated $109K.
  • Twilio made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1140 holding.
  • Foundations Investment Advisors first reported a position in Twilio in Q4 2020 and has held it in 17 quarters since.
  • Foundations Investment Advisors's Twilio position peaked at $2.49M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.