IMA Advisory Services’s Twilio TWLO Stock Holding History

IMA Advisory Services’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	$13.8K	Buy	67 +40	+148%	+$7.09K	﹤0.01%	686
2026 Q1	$3.4K	Sell	27 -2	-7%	-$246	﹤0.01%	497
2025 Q4	$4.12K	Buy	+29	New	+$3.59K	﹤0.01%	480
2023 Q2	–	Sell	-1	Closed	-$67	–	324
2023 Q1	$67	Hold	1	–	–	﹤0.01%	311
2022 Q4	$49	Buy	+1	New	+$57	﹤0.01%	337
2020 Q1	–	Sell	-77	Closed	-$8K	–	288
2019 Q4	$8K	Hold	77	–	–	﹤0.01%	225
2019 Q3	$8K	Buy	77 +37	+93%	+$4.8K	﹤0.01%	223
2019 Q2	$5K	Buy	+40	New	+$5.33K	﹤0.01%	245

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 $3.38T AUM 44.17% 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

IMA Advisory Services's TWLO Position: Q2 2026 in Review

IMA Advisory Services increased its Twilio (TWLO) stake by 148% in Q2 2026, buying an estimated $7.09K and bringing the position to 67 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

IMA Advisory Services first reported a position in TWLO in Q2 2019 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

IMA Advisory Services held 67 shares of Twilio worth $13.8K as of Q2 2026.
IMA Advisory Services bought 40 Twilio shares in Q2 2026, an estimated $7.09K.
Twilio made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #686 holding.
IMA Advisory Services first reported a position in Twilio in Q2 2019 and has held it in 8 quarters since.
971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.