SWM
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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

Selective Wealth Management's TWLO Position: Q2 2026 in Review

Selective Wealth Management reduced its Twilio (TWLO) stake by 83% in Q2 2026, selling an estimated $7.62M and leaving 8,694 shares worth $1.8M. The position accounts for 0.47% of the portfolio, ranked #29.

Selective Wealth Management first reported a position in TWLO in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.28M in Q1 2026. 315 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Selective Wealth Management held 8,694 shares of Twilio worth $1.8M as of Q2 2026.
  • Selective Wealth Management sold 42,997 Twilio shares in Q2 2026, an estimated $7.62M.
  • Twilio made up 0.47% of Selective Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Selective Wealth Management first reported a position in Twilio in Q2 2022 and has held it in 16 quarters since.
  • Selective Wealth Management's Twilio position peaked at $7.28M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.