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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

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

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

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

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