GWN Securities’s Twilio TWLO Stock Holding History

GWN Securities’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	-4,800	Closed	-$544K	–	698
2025 Q1	$544K	Buy	+4,800	New	+$569K	0.03%	448

Other funds holding TWLO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GWN Securities's TWLO Position: Q2 2025 in Review

GWN Securities sold out of Twilio (TWLO) in Q2 2025, closing a stake of 4,800 shares — an estimated $544K sold.

GWN Securities first reported a position in TWLO in Q1 2025 and held it in 1 quarter. The position peaked at $544K in Q1 2025. 822 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

GWN Securities reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 4,800 Twilio shares in Q2 2025, an estimated $544K.
GWN Securities first reported a position in Twilio in Q1 2025 and held it in 1 quarter.
GWN Securities's Twilio position peaked at $544K in Q1 2025.
822 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.