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Shelton Wealth Management’s Twilio TWLO Stock Holding History

Shelton 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 		$1.63M Sell
7,898
-3,510
-31% -$622K 0.64% 48
2026
Q1 		$1.44M Sell
11,408
-283
-2% -$34.8K 0.63% 50
2025
Q4 		$1.66M Buy
11,691
+824
+8% +$102K 0.71% 41
2025
Q3 		$1.09M Buy
10,867
+284
+3% +$32K 0.49% 70
2025
Q2 		$1.32M Buy
+10,583
New +$1.13M 0.63% 54
2025
Q1 		– Sell
-20
Closed -$2.16K – 153
2024
Q4 		$2.16K Buy
+20
New +$1.83K ﹤0.01% 142

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

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

Shelton Wealth Management reduced its Twilio (TWLO) stake by 31% in Q2 2026, selling an estimated $622K and leaving 7,898 shares worth $1.63M. The position accounts for 0.64% of the portfolio, ranked #48.

Shelton Wealth Management first reported a position in TWLO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q4 2025. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Shelton Wealth Management held 7,898 shares of Twilio worth $1.63M as of Q2 2026.
  • Shelton Wealth Management sold 3,510 Twilio shares in Q2 2026, an estimated $622K.
  • Twilio made up 0.64% of Shelton Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Shelton Wealth Management first reported a position in Twilio in Q4 2024 and has held it in 6 quarters since.
  • Shelton Wealth Management's Twilio position peaked at $1.66M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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