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SHP Wealth Management’s Twilio TWLO Stock Holding History

SHP 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 		$25.4K Buy
202
+20
+11% +$2.46K ﹤0.01% 668
2025
Q4 		$25.8K Buy
+182
New +$22.5K ﹤0.01% 626

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

SHP Wealth Management's TWLO Position: Q1 2026 in Review

SHP Wealth Management increased its Twilio (TWLO) stake by 11% in Q1 2026, buying an estimated $2.46K and bringing the position to 202 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

SHP Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.8K in Q4 2025. 816 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • SHP Wealth Management held 202 shares of Twilio worth $25.4K as of Q1 2026.
  • SHP Wealth Management bought 20 Twilio shares in Q1 2026, an estimated $2.46K.
  • Twilio made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #668 holding.
  • SHP Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Twilio position peaked at $25.8K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.