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Private Wealth Management Group’s Twilio TWLO Stock Holding History

Private Wealth Management Group’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 		$30.1K Sell
146
-2
-1% -$355 0.01% 297
2026
Q1 		$18.6K Hold
148
– – ﹤0.01% 356
2025
Q4 		$21.1K Hold
148
– – 0.01% 312
2025
Q3 		$14.8K Hold
148
– – ﹤0.01% 408
2025
Q2 		$18.4K Hold
148
– – 0.01% 323
2025
Q1 		$14.5K Hold
148
– – 0.01% 371
2024
Q4 		$16K Hold
148
– – 0.01% 365
2024
Q3 		$9.65K Buy
148
+26
+21% +$1.56K ﹤0.01% 468
2024
Q2 		$6.93K Buy
122
+47
+63% +$2.77K ﹤0.01% 576
2024
Q1 		$4.59K Buy
75
+16
+27% +$1.05K ﹤0.01% 646
2023
Q4 		$4.48K Buy
+59
New +$3.68K ﹤0.01% 669

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

Private Wealth Management Group's TWLO Position: Q2 2026 in Review

Private Wealth Management Group reduced its Twilio (TWLO) stake by 1.4% in Q2 2026, selling an estimated $355 and leaving 146 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #297.

Private Wealth Management Group first reported a position in TWLO in Q4 2023 and has held it in 11 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Private Wealth Management Group held 146 shares of Twilio worth $30.1K as of Q2 2026.
  • Private Wealth Management Group sold 2 Twilio shares in Q2 2026, an estimated $355.
  • Twilio made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #297 holding.
  • Private Wealth Management Group first reported a position in Twilio in Q4 2023 and has held it in 11 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.