NewEdge Wealth’s Twilio TWLO Stock Holding History

NewEdge Wealth’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	$349K	Buy	+1,689	New	+$299K	﹤0.01%	986
2022 Q3	–	Sell	-3,856	Closed	-$323K	–	597
2022 Q2	$323K	Buy	3,856 +255	+7%	+$28.5K	0.01%	453
2022 Q1	$593K	Sell	3,601 -661	-16%	-$120K	0.03%	277
2021 Q4	$1.12M	Buy	4,262 +516	+14%	+$154K	0.05%	222
2021 Q3	$1.2M	Buy	3,746 +566	+18%	+$206K	0.07%	167
2021 Q2	$1.25M	Hold	3,180	–	–	0.1%	158
2021 Q1	$1.08M	Buy	+3,180	New	+$1.19M	0.11%	151

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 $3.37T AUM 44.26% 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

NewEdge Wealth's TWLO Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Twilio (TWLO) in Q2 2026: 1,689 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in TWLO as recently as Q2 2022.

NewEdge Wealth first reported a position in TWLO in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.25M in Q2 2021. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

NewEdge Wealth held 1,689 shares of Twilio worth $349K as of Q2 2026.
Twilio was a new NewEdge Wealth position in Q2 2026.
Twilio made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #986 holding.
NewEdge Wealth first reported a position in Twilio in Q1 2021 and has held it in 7 quarters since.
NewEdge Wealth's Twilio position peaked at $1.25M in Q2 2021.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.