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Palo Alto Wealth Advisors’s Twilio TWLO Stock Holding History

Palo Alto Wealth 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
2025
Q3 		$1.41M Sell
10,756
-263
-2% -$29.6K 0.41% 21
2025
Q2 		$1.37M Buy
11,019
+4
+0% +$425 0.52% 20
2025
Q1 		$1.26M Sell
11,015
-73
-0.7% -$8.65K 0.49% 19
2024
Q4 		$1.2M Buy
11,088
+359
+3% +$32.8K 0.42% 19
2024
Q3 		$757K Buy
+10,729
New +$642K 0.31% 23
2023
Q1 		– Sell
-10,729
Closed -$525K – 44
2022
Q4 		$525K Buy
+10,729
New +$611K 0.45% 28

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Palo Alto Wealth Advisors's TWLO Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its Twilio (TWLO) stake by 2.4% in Q3 2025, selling an estimated $29.6K and leaving 10,756 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #21.

Palo Alto Wealth Advisors first reported a position in TWLO in Q4 2022 and has held it in 6 quarters since. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Palo Alto Wealth Advisors held 10,756 shares of Twilio worth $1.41M as of Q3 2025.
  • Palo Alto Wealth Advisors sold 263 Twilio shares in Q3 2025, an estimated $29.6K.
  • Twilio made up 0.41% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #21 holding.
  • Palo Alto Wealth Advisors first reported a position in Twilio in Q4 2022 and has held it in 6 quarters since.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.