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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Mindset Wealth Management's TWLO Position: Q1 2026 in Review

Mindset Wealth Management reduced its Twilio (TWLO) stake by 4.2% in Q1 2026, selling an estimated $11.1K and leaving 2,045 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #141.

Mindset Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $304K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Mindset Wealth Management held 2,045 shares of Twilio worth $257K as of Q1 2026.
  • Mindset Wealth Management sold 90 Twilio shares in Q1 2026, an estimated $11.1K.
  • Twilio made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Mindset Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 2 quarters since.
  • Mindset Wealth Management's Twilio position peaked at $304K in Q4 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.