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SOA Wealth Advisors’s Twilio TWLO Stock Holding History

SOA Wealth Advisors’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 		$8.87K Buy
+43
New +$7.62K ﹤0.01% 625
2022
Q4 		– Sell
-67
Closed -$4K – 1011
2022
Q3 		$4K Hold
67
– – ﹤0.01% 635
2022
Q2 		$5K Buy
+67
New +$7.5K ﹤0.01% 597

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

SOA Wealth Advisors's TWLO Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Twilio (TWLO) in Q2 2026: 43 shares worth $8.87K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in TWLO as recently as Q3 2022.

SOA Wealth Advisors first reported a position in TWLO in Q2 2022 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • SOA Wealth Advisors held 43 shares of Twilio worth $8.87K as of Q2 2026.
  • Twilio was a new SOA Wealth Advisors position in Q2 2026.
  • Twilio made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #625 holding.
  • SOA Wealth Advisors first reported a position in Twilio in Q2 2022 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.