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 Q1	–	Sell	-1,200	Closed	-$171K	–	181
2025 Q4	$171K	Sell	1,200 -800	-40%	-$99.1K	0.07%	133
2025 Q3	$200K	Hold	2,000	–	–	0.09%	128
2025 Q2	$249K	Buy	+2,000	New	+$213K	0.12%	115
2025 Q1	–	Sell	-2,000	Closed	-$216K	–	152
2024 Q4	$216K	Buy	+2,000	New	+$183K	0.11%	123

Other funds holding TWLO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 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. 360 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.
360 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.