FRA
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Frank Rimerman Advisors’s Twilio TWLO Stock Holding History

Frank Rimerman 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
2025
Q3 		– Sell
-5,976
Closed -$743K – 624
2025
Q2 		$743K Buy
5,976
+27
+0.5% +$2.87K 0.05% 268
2025
Q1 		$582K Hold
5,949
– – 0.05% 285
2024
Q4 		$643K Hold
5,949
– – 0.05% 260
2024
Q3 		$388K Sell
5,949
-16
-0.3% -$957 0.03% 375
2024
Q2 		$339K Buy
5,965
+1,136
+24% +$67K 0.02% 425
2024
Q1 		$295K Hold
4,829
– – 0.06% 85
2023
Q4 		$366K Hold
4,829
– – 0.08% 76
2023
Q3 		$283K Hold
4,829
– – 0.07% 78
2023
Q2 		$307K Hold
4,829
– – 0.07% 79
2023
Q1 		$322K Hold
4,829
– – 0.09% 78
2022
Q4 		$236K Buy
4,829
+1,308
+37% +$74.4K 0.07% 85
2022
Q3 		$243K Buy
+3,521
New +$281K 0.09% 78
2021
Q3 		– Sell
-531
Closed -$209K – 112
2021
Q2 		$209K Buy
+531
New +$184K 0.08% 81

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return