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Soltis Investment Advisors’s Twilio TWLO Stock Holding History

Soltis Investment 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 		$315K Buy
+1,527
New +$271K 0.02% 473
2026
Q1 		– Sell
-30,191
Closed -$4.29M – 607
2025
Q4 		$4.29M Sell
30,191
-10,026
-25% -$1.24M 0.28% 84
2025
Q3 		$4.03M Buy
40,217
+11,299
+39% +$1.27M 0.28% 85
2025
Q2 		$3.6M Buy
28,918
+7,621
+36% +$810K 0.28% 84
2025
Q1 		$2.09M Buy
+21,297
New +$2.52M 0.19% 118

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

Soltis Investment Advisors's TWLO Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Twilio (TWLO) in Q2 2026: 1,527 shares worth $315K. The stake represents 0.02% of the portfolio and ranks #473 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in TWLO as recently as Q4 2025.

Soltis Investment Advisors first reported a position in TWLO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.29M in Q4 2025. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Soltis Investment Advisors held 1,527 shares of Twilio worth $315K as of Q2 2026.
  • Twilio was a new Soltis Investment Advisors position in Q2 2026.
  • Twilio made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #473 holding.
  • Soltis Investment Advisors first reported a position in Twilio in Q1 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Twilio position peaked at $4.29M in Q4 2025.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.