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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Moneta Group Investment Advisors's TWLO Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Twilio (TWLO) in Q1 2026, closing a stake of 1,586 shares — an estimated $226K sold.

Moneta Group Investment Advisors first reported a position in TWLO in Q4 2020 and held it in 9 quarters. The position peaked at $1.33M in Q3 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Moneta Group Investment Advisors reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,586 Twilio shares in Q1 2026, an estimated $226K.
Moneta Group Investment Advisors first reported a position in Twilio in Q4 2020 and held it in 9 quarters.
Moneta Group Investment Advisors's Twilio position peaked at $1.33M in Q3 2021.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.