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Strategic Family Wealth Counselors’s Twilio TWLO Stock Holding History

Strategic Family Wealth Counselors’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 		$1.48M Hold
7,171
– – 0.34% 58
2026
Q1 		$902K Hold
7,171
– – 0.24% 75
2025
Q4 		$859K Sell
7,171
-2,400
-25% -$297K 0.19% 84
2025
Q3 		$958K Sell
9,571
-9,546
-50% -$1.07M 0.25% 68
2025
Q2 		$2.38M Buy
19,117
+13
+0.1% +$1.38K 0.68% 38
2025
Q1 		$1.87M Sell
19,104
-1,819
-9% -$216K 0.61% 41
2024
Q4 		$2.26M Sell
20,923
-67
-0.3% -$6.12K 0.74% 38
2024
Q3 		$1.37M Buy
20,990
+6
+0% +$359 0.48% 48
2024
Q2 		$1.19M Hold
20,984
– – 0.45% 47
2024
Q1 		$1.28M Hold
20,984
– – 0.51% 44
2023
Q4 		$1.59M Sell
20,984
-13
-0.1% -$810 0.67% 37
2023
Q3 		$1.23M Hold
20,997
– – 0.59% 39
2023
Q2 		$1.34M Hold
20,997
– – 0.61% 36
2023
Q1 		$1.4M Buy
20,997
+13
+0.1% +$802 0.66% 36
2022
Q4 		$1.03M Buy
20,984
+6
+0% +$341 0.51% 40
2022
Q3 		$1.45M Sell
20,978
-19
-0.1% -$1.52K 0.71% 32
2022
Q2 		$1.76M Buy
20,997
+19
+0.1% +$2.13K 0.84% 30
2022
Q1 		$3.46M Sell
20,978
-7,162
-25% -$1.31M 1.39% 25
2021
Q4 		$7.41M Buy
28,140
+902
+3% +$270K 2.38% 11
2021
Q3 		$8.69M Buy
27,238
+892
+3% +$325K 2.97% 6
2021
Q2 		$10.4M Buy
26,346
+1,001
+4% +$348K 3.4% 5
2021
Q1 		$8.64M Buy
25,345
+24,134
+1,993% +$9.04M 3.26% 6
2020
Q4 		$410K Buy
+1,211
New +$378K 0.21% 59

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

Strategic Family Wealth Counselors's TWLO Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its Twilio (TWLO) position steady in Q2 2026 at 7,171 shares worth $1.48M. The position accounts for 0.34% of the portfolio, ranked #58.

Strategic Family Wealth Counselors first reported a position in TWLO in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q2 2021. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Strategic Family Wealth Counselors held 7,171 shares of Twilio worth $1.48M as of Q2 2026.
  • Strategic Family Wealth Counselors left its Twilio share count unchanged in Q2 2026.
  • Twilio made up 0.34% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #58 holding.
  • Strategic Family Wealth Counselors first reported a position in Twilio in Q4 2020 and has held it in 23 quarters since.
  • Strategic Family Wealth Counselors's Twilio position peaked at $10.4M in Q2 2021.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.