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Johnson & White Wealth Management’s Twilio TWLO Stock Holding History

Johnson & White 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 		$407K Sell
1,972
-98
-5% -$17.4K 0.15% 87
2026
Q1 		$260K Hold
2,070
– – 0.11% 98
2025
Q4 		$294K Hold
2,070
– – 0.13% 94
2025
Q3 		$207K Buy
+2,070
New +$233K 0.09% 109

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

Johnson & White Wealth Management's TWLO Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Twilio (TWLO) stake by 4.7% in Q2 2026, selling an estimated $17.4K and leaving 1,972 shares worth $407K. The position accounts for 0.15% of the portfolio, ranked #87.

Johnson & White Wealth Management first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Johnson & White Wealth Management held 1,972 shares of Twilio worth $407K as of Q2 2026.
  • Johnson & White Wealth Management sold 98 Twilio shares in Q2 2026, an estimated $17.4K.
  • Twilio made up 0.15% of Johnson & White Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Johnson & White Wealth Management first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.