Selective Wealth Management
TWLO icon

Selective Wealth Management’s Twilio TWLO Stock Holding History

Selective Wealth Management’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
Q3 		$2.27M Sell
8,315
-379
-4% -$86.4K 0.53% 28
2026
Q2 		$1.8M Sell
8,694
-42,997
-83% -$7.62M 0.47% 29
2026
Q1 		$7.28M Sell
51,691
-2,614
-5% -$322K 2.16% 8
2025
Q4 		$6.5M Sell
54,305
-1,179
-2% -$146K 2.03% 11
2025
Q3 		$5.97M Sell
55,484
-1,773
-3% -$200K 1.92% 11
2025
Q2 		$6.96M Sell
57,257
-1,763
-3% -$187K 2.54% 8
2025
Q1 		$5.13M Sell
59,020
-1,685
-3% -$200K 2.23% 10
2024
Q4 		$6.6M Sell
60,705
-4,248
-7% -$388K 2.68% 10
2024
Q3 		$4.4M Sell
64,953
-3,505
-5% -$210K 1.83% 13
2024
Q2 		$3.86M Sell
68,458
-4,184
-6% -$247K 1.7% 13
2024
Q1 		$4.49M Sell
72,642
-2,307
-3% -$152K 1.95% 12
2023
Q4 		$5.13M Sell
74,949
-4,362
-5% -$272K 2.59% 9
2023
Q3 		$4.46M Sell
79,311
-4,697
-6% -$293K 2.45% 11
2023
Q2 		$5.34M Buy
+84,008
New +$4.96M 2.66% 10
2022
Q4 		$4.71M Sell
86,724
-13,737
-14% -$782K 2.48% 10
2022
Q3 		$6.95M Buy
100,461
+20,995
+26% +$1.68M 2.98% 6
2022
Q2 		$6.66M Buy
+79,466
New +$8.89M 2.37% 13

Other funds holding TWLO

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Selective Wealth Management's TWLO Position: Q3 2026 in Review

Selective Wealth Management reduced its Twilio (TWLO) stake by 4.4% in Q3 2026, selling an estimated $86.4K and leaving 8,315 shares worth $2.27M. The position accounts for 0.53% of the portfolio, ranked #28.

Selective Wealth Management first reported a position in TWLO in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.28M in Q1 2026. 348 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Selective Wealth Management held 8,315 shares of Twilio worth $2.27M as of Q3 2026.
  • Selective Wealth Management sold 379 Twilio shares in Q3 2026, an estimated $86.4K.
  • Twilio made up 0.53% of Selective Wealth Management's portfolio in Q3 2026, its #28 holding.
  • Selective Wealth Management first reported a position in Twilio in Q2 2022 and has held it in 17 quarters since.
  • Selective Wealth Management's Twilio position peaked at $7.28M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.