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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
Q2 		$30.3K Sell
147
-55
-27% -$9.75K ﹤0.01% 664
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
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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Twilio (TWLO) stake by 27% in Q2 2026, selling an estimated $9.75K and leaving 147 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

SHP Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 3 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • SHP Wealth Management held 147 shares of Twilio worth $30.3K as of Q2 2026.
  • SHP Wealth Management sold 55 Twilio shares in Q2 2026, an estimated $9.75K.
  • Twilio made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #664 holding.
  • SHP Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 3 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.