Napa Wealth Management’s Twilio TWLO Stock Holding History

Napa 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
2025 Q1	–	Sell	-9,471	Closed	-$1.02M	–	213
2024 Q4	$1.02M	Buy	+9,471	New	+$866K	0.44%	60

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Napa Wealth Management's TWLO Position: Q1 2025 in Review

Napa Wealth Management sold out of Twilio (TWLO) in Q1 2025, closing a stake of 9,471 shares — an estimated $1.02M sold.

Napa Wealth Management first reported a position in TWLO in Q4 2024 and held it in 1 quarter. The position peaked at $1.02M in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q1 2025.

Napa Wealth Management reported no remaining Twilio position as of Q1 2025 after selling out during the quarter.
Napa Wealth Management sold 9,471 Twilio shares in Q1 2025, an estimated $1.02M.
Napa Wealth Management first reported a position in Twilio in Q4 2024 and held it in 1 quarter.
Napa Wealth Management's Twilio position peaked at $1.02M in Q4 2024.
776 funds tracked by Wall St. Rank held Twilio as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.