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RMR Wealth Builders’s Twilio TWLO Stock Holding History

RMR Wealth Builders’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 		$2.05M Sell
9,922
-495
-5% -$87.8K 0.13% 86
2026
Q1 		$1.31M Hold
10,417
– – 0.1% 103
2025
Q4 		$1.48M Hold
10,417
– – 0.12% 92
2025
Q3 		$1.04M Buy
10,417
+26
+0.3% +$2.93K 0.09% 104
2025
Q2 		$1.29M Sell
10,391
-4
-0% -$425 0.12% 99
2025
Q1 		$1.02M Buy
10,395
+4
+0% +$474 0.11% 105
2024
Q4 		$1.12M Hold
10,391
– – 0.12% 101
2024
Q3 		$678K Hold
10,391
– – 0.07% 126
2024
Q2 		$590K Hold
10,391
– – 0.07% 142
2024
Q1 		$635K Hold
10,391
– – 0.08% 129
2023
Q4 		$788K Hold
10,391
– – 0.11% 103
2023
Q3 		$608K Hold
10,391
– – 0.1% 118
2023
Q2 		$661K Buy
10,391
+2,776
+36% +$164K 0.11% 92
2023
Q1 		$507K Buy
7,615
+50
+0.7% +$3.08K 0.1% 105
2022
Q4 		$370K Hold
7,565
– – 0.08% 125
2022
Q3 		$523K Buy
7,565
+4,845
+178% +$387K 0.13% 89
2022
Q2 		$228K Buy
+2,720
New +$304K 0.06% 169
2021
Q4 		– Sell
-820
Closed -$262K – 199
2021
Q3 		$262K Hold
820
– – 0.08% 155
2021
Q2 		$323K Sell
820
-17
-2% -$5.9K 0.11% 130
2021
Q1 		$285K Buy
837
+17
+2% +$6.37K 0.07% 140
2020
Q4 		$278K Sell
820
-65
-7% -$20.3K 0.14% 116
2020
Q3 		$219K Buy
885
+65
+8% +$16K 0.06% 190
2020
Q2 		$180K Buy
+820
New +$132K 0.16% 120
2019
Q4 		$81K Buy
+820
New +$83.7K 0.08% 192

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

RMR Wealth Builders's TWLO Position: Q2 2026 in Review

RMR Wealth Builders reduced its Twilio (TWLO) stake by 4.8% in Q2 2026, selling an estimated $87.8K and leaving 9,922 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #86.

RMR Wealth Builders first reported a position in TWLO in Q4 2019 and has held it in 24 quarters since. 220 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • RMR Wealth Builders held 9,922 shares of Twilio worth $2.05M as of Q2 2026.
  • RMR Wealth Builders sold 495 Twilio shares in Q2 2026, an estimated $87.8K.
  • Twilio made up 0.13% of RMR Wealth Builders's portfolio in Q2 2026, its #86 holding.
  • RMR Wealth Builders first reported a position in Twilio in Q4 2019 and has held it in 24 quarters since.
  • 220 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.