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Meridian Wealth Management’s Twilio TWLO Stock Holding History

Meridian 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 		$1.22M Sell
5,906
-1,829
-24% -$324K 0.04% 348
2026
Q1 		$973K Sell
7,735
-73
-0.9% -$8.98K 0.03% 365
2025
Q4 		$1.11M Sell
7,808
-862
-10% -$107K 0.04% 329
2025
Q3 		$868K Buy
8,670
+2,203
+34% +$248K 0.03% 358
2025
Q2 		$804K Buy
6,467
+980
+18% +$104K 0.03% 352
2025
Q1 		$537K Hold
5,487
– – 0.03% 398
2024
Q4 		$593K Sell
5,487
-9,098
-62% -$831K 0.03% 378
2024
Q3 		$951K Buy
14,585
+1,538
+12% +$92K 0.05% 290
2024
Q2 		$741K Buy
+13,047
New +$770K 0.09% 142
2024
Q1 		– Sell
-11,618
Closed -$881K – 522
2023
Q4 		$881K Sell
11,618
-3,870
-25% -$241K 0.06% 278
2023
Q3 		$907K Buy
15,488
+4,848
+46% +$302K 0.06% 254
2023
Q2 		$677K Buy
10,640
+5,140
+93% +$303K 0.06% 269
2023
Q1 		$366K Buy
+5,500
New +$339K 0.03% 379
2019
Q4 		– Sell
-1,903
Closed -$209K – 218
2019
Q3 		$209K Buy
1,903
+802
+73% +$104K 0.1% 192
2019
Q2 		$150K Buy
+1,101
New +$147K 0.06% 240

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

Meridian Wealth Management's TWLO Position: Q2 2026 in Review

Meridian Wealth Management reduced its Twilio (TWLO) stake by 24% in Q2 2026, selling an estimated $324K and leaving 5,906 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #348.

Meridian Wealth Management first reported a position in TWLO in Q2 2019 and has held it in 15 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Meridian Wealth Management held 5,906 shares of Twilio worth $1.22M as of Q2 2026.
  • Meridian Wealth Management sold 1,829 Twilio shares in Q2 2026, an estimated $324K.
  • Twilio made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #348 holding.
  • Meridian Wealth Management first reported a position in Twilio in Q2 2019 and has held it in 15 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.