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Merit Financial Group’s Twilio TWLO Stock Holding History

Merit Financial Group’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 		$1.66M Sell
8,024
-964
-11% -$171K 0.01% 838
2026
Q1 		$1.13M Buy
8,988
+2,109
+31% +$259K 0.01% 927
2025
Q4 		$979K Buy
6,879
+1,500
+28% +$186K 0.01% 966
2025
Q3 		$538K Buy
5,379
+344
+7% +$38.7K ﹤0.01% 1148
2025
Q2 		$626K Buy
5,035
+546
+12% +$58.1K 0.01% 994
2025
Q1 		$440K Buy
4,489
+1,029
+30% +$122K 0.01% 993
2024
Q4 		$374K Buy
+3,460
New +$316K 0.01% 833

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

Merit Financial Group's TWLO Position: Q2 2026 in Review

Merit Financial Group reduced its Twilio (TWLO) stake by 11% in Q2 2026, selling an estimated $171K and leaving 8,024 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #838.

Merit Financial Group first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Merit Financial Group held 8,024 shares of Twilio worth $1.66M as of Q2 2026.
  • Merit Financial Group sold 964 Twilio shares in Q2 2026, an estimated $171K.
  • Twilio made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #838 holding.
  • Merit Financial Group first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.