HighMark Wealth Management’s Twilio TWLO Stock Holding History

HighMark 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
2025 Q3	–	Sell	-10	Closed	-$1.24K	–	671
2025 Q2	$1.24K	Hold	10	–	–	﹤0.01%	516
2025 Q1	$979	Hold	10	–	–	﹤0.01%	491
2024 Q4	$1.08K	Hold	10	–	–	﹤0.01%	494
2024 Q3	$652	Hold	10	–	–	﹤0.01%	535
2024 Q2	$568	Buy	+10	New	+$590	﹤0.01%	530
2022 Q1	–	Sell	-5	Closed	-$1K	–	540
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	483
2021 Q3	$2K	Sell	5 -2	-29%	-$728	﹤0.01%	467
2021 Q2	$3K	Hold	7	–	–	﹤0.01%	435
2021 Q1	$2K	Sell	7 -1	-13%	-$375	﹤0.01%	436
2020 Q4	$3K	Buy	8 +3	+60%	+$937	﹤0.01%	395
2020 Q3	$1K	Buy	+5	New	+$1.23K	﹤0.01%	429

Other funds holding TWLO

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

HighMark Wealth Management's TWLO Position: Q3 2025 in Review

HighMark Wealth Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 10 shares — an estimated $1.24K sold.

HighMark Wealth Management first reported a position in TWLO in Q3 2020 and held it in 11 quarters. The position peaked at $3K in Q2 2021. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

HighMark Wealth Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
HighMark Wealth Management sold 10 Twilio shares in Q3 2025, an estimated $1.24K.
HighMark Wealth Management first reported a position in Twilio in Q3 2020 and held it in 11 quarters.
HighMark Wealth Management's Twilio position peaked at $3K in Q2 2021.
776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on HighMark Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.