Global Financial Private Client’s Twilio TWLO Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-31	Closed	-$3.04K	–	1498
2025 Q1	$3.04K	Buy	31 +22	+244%	+$2.61K	﹤0.01%	771
2024 Q4	$973	Buy	+9	New	+$823	﹤0.01%	786
2023 Q2	–	Sell	-3	Closed	-$193	–	705
2023 Q1	$193	Hold	3	–	–	﹤0.01%	671
2022 Q4	$147	Hold	3	–	–	﹤0.01%	667
2022 Q3	$209	Hold	3	–	–	﹤0.01%	640
2022 Q2	$256	Hold	3	–	–	﹤0.01%	636
2022 Q1	$509	Hold	3	–	–	﹤0.01%	629
2021 Q4	$790	Hold	3	–	–	﹤0.01%	595
2021 Q3	$973	Hold	3	–	–	﹤0.01%	532
2021 Q2	$1.16K	Hold	3	–	–	﹤0.01%	520
2021 Q1	$1.06K	Hold	3	–	–	﹤0.01%	497
2020 Q4	$1.02K	Buy	+3	New	+$937	﹤0.01%	475

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Financial Private Client's TWLO Position: Q2 2025 in Review

Global Financial Private Client sold out of Twilio (TWLO) in Q2 2025, closing a stake of 31 shares — an estimated $3.04K sold.

Global Financial Private Client first reported a position in TWLO in Q4 2020 and held it in 12 quarters. The position peaked at $3.04K in Q1 2025. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Global Financial Private Client reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 31 Twilio shares in Q2 2025, an estimated $3.04K.
Global Financial Private Client first reported a position in Twilio in Q4 2020 and held it in 12 quarters.
Global Financial Private Client's Twilio position peaked at $3.04K in Q1 2025.
824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.