Mount Yale Investment Advisors’s Twilio TWLO Stock Holding History

Mount Yale 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	$974K	Buy	4,722 +1,560	+49%	+$277K	0.02%	590
2026 Q1	$398K	Buy	+3,162	New	+$389K	0.01%	788
2025 Q3	–	Sell	-132	Closed	-$16.4K	–	1531
2025 Q2	$16.4K	Buy	+132	New	+$14K	﹤0.01%	1073
2022 Q2	–	Sell	-1,465	Closed	-$241K	–	495
2022 Q1	$241K	Buy	+1,465	New	+$267K	0.03%	417
2021 Q4	–	Sell	-1,498	Closed	-$478K	–	492
2021 Q3	$478K	Buy	1,498 +587	+64%	+$214K	0.06%	290
2021 Q2	$359K	Buy	+911	New	+$316K	0.04%	293

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TWLO Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Twilio (TWLO) stake by 49% in Q2 2026, buying an estimated $277K and bringing the position to 4,722 shares worth $974K. The position accounts for 0.02% of the portfolio, ranked #590.

Mount Yale Investment Advisors first reported a position in TWLO in Q2 2021 and has held it in 6 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Mount Yale Investment Advisors held 4,722 shares of Twilio worth $974K as of Q2 2026.
Mount Yale Investment Advisors bought 1,560 Twilio shares in Q2 2026, an estimated $277K.
Twilio made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #590 holding.
Mount Yale Investment Advisors first reported a position in Twilio in Q2 2021 and has held it in 6 quarters since.
971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.