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 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

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 $3.37T AUM 44.26% 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 $105B AUM 38.07% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Mount Yale Investment Advisors's TWLO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Twilio (TWLO) in Q1 2026: 3,162 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TWLO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in TWLO in Q2 2021 and has held it in 5 quarters since. The position peaked at $478K in Q3 2021. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Mount Yale Investment Advisors held 3,162 shares of Twilio worth $398K as of Q1 2026.
Twilio was a new Mount Yale Investment Advisors position in Q1 2026.
Twilio made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #788 holding.
Mount Yale Investment Advisors first reported a position in Twilio in Q2 2021 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Twilio position peaked at $478K in Q3 2021.
816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.