Moneta Group Investment Advisors’s Twilio TWLO Stock Holding History

Moneta Group Investment Advisors’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	$233K	Buy	+1,129	New	+$200K	﹤0.01%	781
2026 Q1	–	Sell	-1,586	Closed	-$226K	–	856
2025 Q4	$226K	Buy	+1,586	New	+$196K	﹤0.01%	733
2023 Q2	–	Sell	-3,375	Closed	-$225K	–	575
2023 Q1	$225K	Buy	+3,375	New	+$208K	0.01%	474
2022 Q3	–	Sell	-4,355	Closed	-$365K	–	464
2022 Q2	$365K	Buy	4,355 +217	+5%	+$24.3K	0.01%	350
2022 Q1	$682K	Sell	4,138 -20	-0.5%	-$3.65K	0.03%	253
2021 Q4	$1.09M	Sell	4,158 -14	-0.3%	-$4.19K	0.04%	191
2021 Q3	$1.33M	Buy	4,172 +2,404	+136%	+$875K	0.06%	158
2021 Q2	$697K	Buy	1,768 +31	+2%	+$10.8K	0.03%	236
2021 Q1	$592K	Sell	1,737 -948	-35%	-$355K	0.03%	235
2020 Q4	$909K	Buy	+2,685	New	+$839K	0.07%	153

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

Moneta Group Investment Advisors's TWLO Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Twilio (TWLO) in Q2 2026: 1,129 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #781 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in TWLO as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in TWLO in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2021. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Moneta Group Investment Advisors held 1,129 shares of Twilio worth $233K as of Q2 2026.
Twilio was a new Moneta Group Investment Advisors position in Q2 2026.
Twilio made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #781 holding.
Moneta Group Investment Advisors first reported a position in Twilio in Q4 2020 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Twilio position peaked at $1.33M in Q3 2021.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.