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JFS Wealth Advisors’s Twilio TWLO Stock Holding History

JFS Wealth Advisors’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 		$87.5K Buy
424
+4
+1% +$709 ﹤0.01% 454
2026
Q1 		$52.8K Hold
420
– – ﹤0.01% 513
2025
Q4 		$59.7K Buy
420
+41
+11% +$5.08K ﹤0.01% 484
2025
Q3 		$37.9K Sell
379
-2
-0.5% -$225 ﹤0.01% 563
2025
Q2 		$47.4K Sell
381
-16
-4% -$1.7K ﹤0.01% 471
2025
Q1 		$38.9K Buy
397
+22
+6% +$2.61K ﹤0.01% 524
2024
Q4 		$40.5K Buy
375
+266
+244% +$24.3K ﹤0.01% 501
2024
Q3 		$7.11K Buy
109
+16
+17% +$957 ﹤0.01% 982
2024
Q2 		$5.28K Buy
93
+41
+79% +$2.42K ﹤0.01% 1045
2024
Q1 		$3.18K Buy
52
+3
+6% +$198 ﹤0.01% 1275
2023
Q4 		$3.72K Sell
49
-16
-25% -$997 ﹤0.01% 1170
2023
Q3 		$3.81K Buy
65
+22
+51% +$1.37K ﹤0.01% 1112
2023
Q2 		$2.74K Buy
43
+3
+8% +$177 ﹤0.01% 1264
2023
Q1 		$2.67K Buy
40
+9
+29% +$555 ﹤0.01% 1253
2022
Q4 		$1.52K Buy
31
+3
+11% +$171 ﹤0.01% 1474
2022
Q3 		$2K Sell
28
-14
-33% -$1.12K ﹤0.01% 1408
2022
Q2 		$4K Buy
42
+19
+83% +$2.13K ﹤0.01% 1123
2022
Q1 		$4K Sell
23
-52
-69% -$9.48K ﹤0.01% 1184
2021
Q4 		$20K Buy
75
+26
+53% +$7.78K ﹤0.01% 566
2021
Q3 		$16K Buy
49
+30
+158% +$10.9K ﹤0.01% 582
2021
Q2 		$7K Hold
19
– – ﹤0.01% 476
2021
Q1 		$6K Hold
19
– – ﹤0.01% 461
2020
Q4 		$6K Hold
19
– – ﹤0.01% 458
2020
Q3 		$5K Hold
19
– – ﹤0.01% 452
2020
Q2 		$4K Hold
19
– – ﹤0.01% 451
2020
Q1 		$2K Buy
19
+14
+280% +$1.54K ﹤0.01% 452
2019
Q4 		$0 Hold
5
– – ﹤0.01% 551
2019
Q3 		$1K Buy
+5
New +$648 ﹤0.01% 500

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

JFS Wealth Advisors's TWLO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Twilio (TWLO) stake by 0.95% in Q2 2026, buying an estimated $709 and bringing the position to 424 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

JFS Wealth Advisors first reported a position in TWLO in Q3 2019 and has held it in 28 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • JFS Wealth Advisors held 424 shares of Twilio worth $87.5K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Twilio shares in Q2 2026, an estimated $709.
  • Twilio made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • JFS Wealth Advisors first reported a position in Twilio in Q3 2019 and has held it in 28 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.