GoalVest Advisory’s Twilio TWLO Stock Holding History

GoalVest Advisory’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	$825	Buy	+4	New	+$709	﹤0.01%	482
2023 Q4	–	Sell	-30	Closed	-$1.87K	–	490
2023 Q3	$1.76K	Hold	30	–	–	﹤0.01%	431
2023 Q2	$1.91K	Hold	30	–	–	﹤0.01%	350
2023 Q1	$2K	Hold	30	–	–	﹤0.01%	223
2022 Q4	$1.47K	Hold	30	–	–	﹤0.01%	221
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	232
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	277
2022 Q1	$5K	Buy	+30	New	+$5.47K	﹤0.01%	275

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

GoalVest Advisory's TWLO Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Twilio (TWLO) in Q2 2026: 4 shares worth $825. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in TWLO as recently as Q3 2023.

GoalVest Advisory first reported a position in TWLO in Q1 2022 and has held it in 8 quarters since. The position peaked at $5K in Q1 2022. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

GoalVest Advisory held 4 shares of Twilio worth $825 as of Q2 2026.
Twilio was a new GoalVest Advisory position in Q2 2026.
Twilio made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #482 holding.
GoalVest Advisory first reported a position in Twilio in Q1 2022 and has held it in 8 quarters since.
GoalVest Advisory's Twilio position peaked at $5K in Q1 2022.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.