HWM
TWLO icon

HB Wealth Management’s Twilio TWLO Stock Holding History

HB 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 		$867K Sell
4,200
-1,111
-21% -$197K ﹤0.01% 805
2026
Q1 		$668K Buy
5,311
+492
+10% +$60.5K ﹤0.01% 835
2025
Q4 		$685K Buy
4,819
+156
+3% +$19.3K ﹤0.01% 758
2025
Q3 		$467K Buy
4,663
+1,790
+62% +$202K ﹤0.01% 894
2025
Q2 		$357K Sell
2,873
-1,163
-29% -$124K ﹤0.01% 872
2025
Q1 		$395K Buy
4,036
+2,037
+102% +$241K ﹤0.01% 850
2024
Q4 		$216K Buy
+1,999
New +$183K ﹤0.01% 951

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HB Wealth Management's TWLO Position: Q2 2026 in Review

HB Wealth Management reduced its Twilio (TWLO) stake by 21% in Q2 2026, selling an estimated $197K and leaving 4,200 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

HB Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • HB Wealth Management held 4,200 shares of Twilio worth $867K as of Q2 2026.
  • HB Wealth Management sold 1,111 Twilio shares in Q2 2026, an estimated $197K.
  • Twilio made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #805 holding.
  • HB Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.