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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

IMA Advisory Services's TWLO Position: Q1 2026 in Review

IMA Advisory Services reduced its Twilio (TWLO) stake by 6.9% in Q1 2026, selling an estimated $246 and leaving 27 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

IMA Advisory Services first reported a position in TWLO in Q2 2019 and has held it in 7 quarters since. The position peaked at $8K in Q4 2019. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

IMA Advisory Services held 27 shares of Twilio worth $3.4K as of Q1 2026.
IMA Advisory Services sold 2 Twilio shares in Q1 2026, an estimated $246.
Twilio made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #497 holding.
IMA Advisory Services first reported a position in Twilio in Q2 2019 and has held it in 7 quarters since.
IMA Advisory Services's Twilio position peaked at $8K in Q4 2019.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.