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Principia Wealth Advisory’s Twilio TWLO Stock Holding History

Principia Wealth Advisory’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 		$3.3K Buy
16
+2
+14% +$355 ﹤0.01% 457
2026
Q1 		$1.76K Hold
14
– – ﹤0.01% 550
2025
Q4 		$1.99K Buy
14
+2
+17% +$248 ﹤0.01% 469
2025
Q3 		$1.2K Hold
12
– – ﹤0.01% 585
2025
Q2 		$1.49K Buy
12
+2
+20% +$213 ﹤0.01% 459
2025
Q1 		$920 Buy
10
+1
+11% +$119 ﹤0.01% 415
2024
Q4 		$973 Buy
+9
New +$823 ﹤0.01% 374

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

Principia Wealth Advisory's TWLO Position: Q2 2026 in Review

Principia Wealth Advisory increased its Twilio (TWLO) stake by 14% in Q2 2026, buying an estimated $355 and bringing the position to 16 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Principia Wealth Advisory first reported a position in TWLO in Q4 2024 and has held it in 7 quarters since. 964 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Principia Wealth Advisory held 16 shares of Twilio worth $3.3K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Twilio shares in Q2 2026, an estimated $355.
  • Twilio made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #457 holding.
  • Principia Wealth Advisory first reported a position in Twilio in Q4 2024 and has held it in 7 quarters since.
  • 964 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.