Iron Horse Wealth Management’s Twilio TWLO Stock Holding History

Iron Horse 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 Q2	$7.96K	Hold	64	–	–	﹤0.01%	318
2025 Q1	$6.27K	Hold	64	–	–	﹤0.01%	328
2024 Q4	$6.92K	Hold	64	–	–	﹤0.01%	277
2024 Q3	$4.17K	Hold	64	–	–	﹤0.01%	313
2024 Q2	$3.64K	Hold	64	–	–	﹤0.01%	304
2024 Q1	$3.91K	Hold	64	–	–	﹤0.01%	279
2023 Q4	$4.86K	Hold	64	–	–	﹤0.01%	266
2023 Q3	$3.75K	Hold	64	–	–	﹤0.01%	294
2023 Q2	$4.07K	Hold	64	–	–	﹤0.01%	193
2023 Q1	$4.26K	Hold	64	–	–	﹤0.01%	213
2022 Q4	$3K	Buy	+64	New	+$3.64K	﹤0.01%	186
2022 Q3	–	Sell	-64	Closed	-$5K	–	276
2022 Q2	$5K	Hold	64	–	–	﹤0.01%	148
2022 Q1	$11K	Hold	64	–	–	0.01%	129
2021 Q4	$17K	Hold	64	–	–	0.01%	106
2021 Q3	$20K	Hold	64	–	–	0.01%	91
2021 Q2	$25K	Hold	64	–	–	0.02%	90
2021 Q1	$22K	Hold	64	–	–	0.02%	86
2020 Q4	$22K	Buy	+64	New	+$20K	0.02%	88

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Iron Horse Wealth Management's TWLO Position: Q2 2025 in Review

Iron Horse Wealth Management held its Twilio (TWLO) position steady in Q2 2025 at 64 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Iron Horse Wealth Management first reported a position in TWLO in Q4 2020 and has held it in 18 quarters since. The position peaked at $25K in Q2 2021. 823 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Iron Horse Wealth Management held 64 shares of Twilio worth $7.96K as of Q2 2025.
Iron Horse Wealth Management left its Twilio share count unchanged in Q2 2025.
Twilio made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #318 holding.
Iron Horse Wealth Management first reported a position in Twilio in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Twilio position peaked at $25K in Q2 2021.
823 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.