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Moran Wealth Management’s Twilio TWLO Stock Holding History

Moran 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 		– Sell
-3,280
Closed -$467K – 560
2025
Q4 		$467K Sell
3,280
-1,630
-33% -$202K 0.01% 404
2025
Q3 		$491K Buy
+4,910
New +$553K 0.01% 408

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

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

Moran Wealth Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 3,280 shares — an estimated $467K sold.

Moran Wealth Management first reported a position in TWLO in Q3 2025 and held it in 2 quarters. The position peaked at $491K in Q3 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Moran Wealth Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,280 Twilio shares in Q1 2026, an estimated $467K.
  • Moran Wealth Management first reported a position in Twilio in Q3 2025 and held it in 2 quarters.
  • Moran Wealth Management's Twilio position peaked at $491K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.