Kozak & Associates’s Twilio TWLO Stock Holding History

Kozak & Associates’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	$20.9K	Hold	100	–	–	﹤0.01%	201
2026 Q1	$12.4K	Hold	100	–	–	﹤0.01%	245
2025 Q4	$13.1K	Hold	100	–	–	﹤0.01%	228
2025 Q3	$12K	Hold	100	–	–	﹤0.01%	237
2025 Q2	$12.1K	Buy	+100	New	+$10.6K	﹤0.01%	226

Other funds holding TWLO

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kozak & Associates's TWLO Position: Q2 2026 in Review

Kozak & Associates held its Twilio (TWLO) position steady in Q2 2026 at 100 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Kozak & Associates first reported a position in TWLO in Q2 2025 and has held it in 5 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Kozak & Associates held 100 shares of Twilio worth $20.9K as of Q2 2026.
Kozak & Associates left its Twilio share count unchanged in Q2 2026.
Twilio made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #201 holding.
Kozak & Associates first reported a position in Twilio in Q2 2025 and has held it in 5 quarters since.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.