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Navigoe Wealth Management’s Twilio TWLO Stock Holding History

Navigoe 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
Q2 		$3K Buy
19
+8
+73% +$1.42K ﹤0.01% 195
2026
Q1 		$1K Hold
11
– – ﹤0.01% 208
2025
Q4 		$1K Hold
11
– – ﹤0.01% 247
2025
Q3 		$1K Buy
+11
New +$1.24K ﹤0.01% 249

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Navigoe Wealth Management's TWLO Position: Q2 2026 in Review

Navigoe Wealth Management increased its Twilio (TWLO) stake by 73% in Q2 2026, buying an estimated $1.42K and bringing the position to 19 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Navigoe Wealth Management first reported a position in TWLO in Q3 2025 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Navigoe Wealth Management held 19 shares of Twilio worth $3K as of Q2 2026.
  • Navigoe Wealth Management bought 8 Twilio shares in Q2 2026, an estimated $1.42K.
  • Twilio made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Navigoe Wealth Management first reported a position in Twilio in Q3 2025 and has held it in 4 quarters since.
  • 959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.