Golden State Wealth Management’s Twilio TWLO Stock Holding History

Golden State 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 Q2	$90.2K	Buy	437 +392	+871%	+$69.5K	0.01%	597
2026 Q1	$5.66K	Sell	45 -30	-40%	-$3.69K	﹤0.01%	1193
2025 Q4	$10.7K	Hold	75	–	–	﹤0.01%	1087
2025 Q3	$7.51K	Buy	75 +45	+150%	+$5.07K	﹤0.01%	1167
2025 Q2	$3.73K	Sell	30 -25	-45%	-$2.66K	﹤0.01%	1275
2025 Q1	$5.38K	Buy	55 +30	+120%	+$3.56K	﹤0.01%	1160
2024 Q4	$2.7K	Buy	+25	New	+$2.29K	﹤0.01%	1217
2020 Q2	–	Sell	-278	Closed	-$25K	–	853
2020 Q1	$25K	Buy	+278	New	+$30.5K	0.01%	470
2019 Q4	–	Sell	-25	Closed	-$3K	–	866
2019 Q3	$3K	Sell	25 -1,060	-98%	-$137K	﹤0.01%	939
2019 Q2	$147K	Hold	1,085	–	–	0.05%	271
2019 Q1	$140K	Buy	+1,085	New	+$122K	0.05%	273

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

Golden State Wealth Management's TWLO Position: Q2 2026 in Review

Golden State Wealth Management increased its Twilio (TWLO) stake by 871% in Q2 2026, buying an estimated $69.5K and bringing the position to 437 shares worth $90.2K. The position accounts for 0.01% of the portfolio, ranked #597.

Golden State Wealth Management first reported a position in TWLO in Q1 2019 and has held it in 11 quarters since. The position peaked at $147K in Q2 2019. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Golden State Wealth Management held 437 shares of Twilio worth $90.2K as of Q2 2026.
Golden State Wealth Management bought 392 Twilio shares in Q2 2026, an estimated $69.5K.
Twilio made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #597 holding.
Golden State Wealth Management first reported a position in Twilio in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Twilio position peaked at $147K in Q2 2019.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.