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Institute for Wealth Management’s Twilio TWLO Stock Holding History

Institute for 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 		$448K Sell
2,172
-30
-1% -$5.32K 0.04% 350
2026
Q1 		$277K Sell
2,202
-175
-7% -$21.5K 0.03% 446
2025
Q4 		$338K Sell
2,377
-165
-6% -$20.4K 0.04% 402
2025
Q3 		$254K Sell
2,542
-160
-6% -$18K 0.03% 497
2025
Q2 		$336K Buy
2,702
+173
+7% +$18.4K 0.04% 405
2025
Q1 		$248K Hold
2,529
– – 0.03% 463
2024
Q4 		$273K Buy
+2,529
New +$231K 0.03% 420
2024
Q1 		– Sell
-2,645
Closed -$201K – 525
2023
Q4 		$201K Buy
+2,645
New +$165K 0.03% 466
2023
Q1 		– Sell
-4,266
Closed -$209K – 468
2022
Q4 		$209K Sell
4,266
-1,709
-29% -$97.3K 0.04% 419
2022
Q3 		$413K Sell
5,975
-366
-6% -$29.2K 0.09% 276
2022
Q2 		$531K Buy
6,341
+869
+16% +$97.2K 0.1% 259
2022
Q1 		$902K Buy
5,472
+1,556
+40% +$284K 0.15% 179
2021
Q4 		$1.03M Buy
3,916
+1,689
+76% +$505K 0.17% 154
2021
Q3 		$711K Sell
2,227
-7
-0.3% -$2.55K 0.12% 203
2021
Q2 		$881K Buy
2,234
+326
+17% +$113K 0.15% 173
2021
Q1 		$650K Buy
1,908
+231
+14% +$86.5K 0.12% 208
2020
Q4 		$568K Sell
1,677
-1
-0.1% -$312 0.11% 222
2020
Q3 		$415K Buy
1,678
+188
+13% +$46.4K 0.09% 262
2020
Q2 		$327K Buy
+1,490
New +$239K 0.08% 309

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

Institute for Wealth Management's TWLO Position: Q2 2026 in Review

Institute for Wealth Management reduced its Twilio (TWLO) stake by 1.4% in Q2 2026, selling an estimated $5.32K and leaving 2,172 shares worth $448K. The position accounts for 0.04% of the portfolio, ranked #350.

Institute for Wealth Management first reported a position in TWLO in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Institute for Wealth Management held 2,172 shares of Twilio worth $448K as of Q2 2026.
  • Institute for Wealth Management sold 30 Twilio shares in Q2 2026, an estimated $5.32K.
  • Twilio made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #350 holding.
  • Institute for Wealth Management first reported a position in Twilio in Q2 2020 and has held it in 19 quarters since.
  • Institute for Wealth Management's Twilio position peaked at $1.03M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.