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Mindset Wealth Management’s Twilio TWLO Stock Holding History

Mindset 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 		– Sell
-2,045
Closed -$257K – 199
2026
Q1 		$257K Sell
2,045
-90
-4% -$11.1K 0.07% 141
2025
Q4 		$304K Buy
+2,135
New +$264K 0.08% 129

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

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

Mindset Wealth Management sold out of Twilio (TWLO) in Q2 2026, closing a stake of 2,045 shares — an estimated $257K sold.

Mindset Wealth Management first reported a position in TWLO in Q4 2025 and held it in 2 quarters. The position peaked at $304K in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Mindset Wealth Management reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 2,045 Twilio shares in Q2 2026, an estimated $257K.
  • Mindset Wealth Management first reported a position in Twilio in Q4 2025 and held it in 2 quarters.
  • Mindset Wealth Management's Twilio position peaked at $304K in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.