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Integrated Wealth Concepts’s Twilio TWLO Stock Holding History

Integrated Wealth Concepts’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 		$1.11M Buy
8,831
+2,751
+45% +$338K 0.01% 1048
2025
Q4 		$865K Sell
6,080
-6,490
-52% -$804K 0.01% 838
2025
Q3 		$1.26M Sell
12,570
-1,302
-9% -$147K 0.01% 865
2025
Q2 		$1.73M Buy
13,872
+5,849
+73% +$622K 0.02% 669
2025
Q1 		$786K Sell
8,023
-825
-9% -$97.8K 0.01% 935
2024
Q4 		$956K Buy
8,848
+887
+11% +$81.1K 0.01% 833
2024
Q3 		$519K Sell
7,961
-135
-2% -$8.08K 0.01% 1063
2024
Q2 		$460K Sell
8,096
-2,275
-22% -$134K 0.01% 1084
2024
Q1 		$634K Sell
10,371
-2,651
-20% -$175K 0.01% 943
2023
Q4 		$988K Sell
13,022
-694
-5% -$43.3K 0.02% 732
2023
Q3 		$803K Buy
13,716
+494
+4% +$30.8K 0.01% 778
2023
Q2 		$841K Sell
13,222
-15
-0.1% -$885 0.01% 745
2023
Q1 		$882K Buy
+13,237
New +$816K 0.02% 662
2022
Q2 		– Sell
-2,397
Closed -$395K – 1073
2022
Q1 		$395K Sell
2,397
-1,096
-31% -$200K 0.01% 647
2021
Q4 		$920K Sell
3,493
-753
-18% -$225K 0.03% 451
2021
Q3 		$1.35M Buy
4,246
+1,167
+38% +$425K 0.04% 321
2021
Q2 		$1.21M Sell
3,079
-364
-11% -$126K 0.04% 309
2021
Q1 		$1.17M Buy
3,443
+2,617
+317% +$980K 0.05% 268
2020
Q4 		$280K Buy
+826
New +$258K 0.01% 530

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Integrated Wealth Concepts's TWLO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Twilio (TWLO) stake by 45% in Q1 2026, buying an estimated $338K and bringing the position to 8,831 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1048.

Integrated Wealth Concepts first reported a position in TWLO in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.73M in Q2 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Integrated Wealth Concepts held 8,831 shares of Twilio worth $1.11M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,751 Twilio shares in Q1 2026, an estimated $338K.
  • Twilio made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1048 holding.
  • Integrated Wealth Concepts first reported a position in Twilio in Q4 2020 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Twilio position peaked at $1.73M in Q2 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.