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Spartan Wealth Advisory Services LLC’s Twilio TWLO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$459K Sell
2,226
-460
-17% -$81.5K 0.04% 228
2026
Q1 		$338K Buy
+2,686
New +$330K 0.03% 246

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
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
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's TWLO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Twilio (TWLO) stake by 17% in Q2 2026, selling an estimated $81.5K and leaving 2,226 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #228.

Spartan Wealth Advisory Services LLC first reported a position in TWLO in Q1 2026 and has held it in 2 quarters since. 893 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 2,226 shares of Twilio worth $459K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 460 Twilio shares in Q2 2026, an estimated $81.5K.
  • Twilio made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #228 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Twilio in Q1 2026 and has held it in 2 quarters since.
  • 893 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.