HWM
TWLO icon

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 – 673
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 – 541
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return