Strategic Wealth Partners’s Twilio TWLO Stock Holding History

Strategic Wealth Partners’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	$46.4K	Sell	225 -4	-2%	-$709	﹤0.01%	538
2026 Q1	$28.8K	Buy	229 +4	+2%	+$492	﹤0.01%	626
2025 Q4	$32K	Hold	225	–	–	﹤0.01%	600
2025 Q3	$22.5K	Hold	225	–	–	﹤0.01%	704
2025 Q2	$28K	Buy	+225	New	+$23.9K	﹤0.01%	591
2021 Q2	–	Sell	-1,836	Closed	-$626K	–	258
2021 Q1	$626K	Buy	1,836 +170	+10%	+$63.7K	0.25%	102
2020 Q4	$564K	Buy	1,666 +555	+50%	+$173K	0.24%	102
2020 Q3	$275K	Buy	+1,111	New	+$274K	0.14%	130

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Strategic Wealth Partners's TWLO Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Twilio (TWLO) stake by 1.7% in Q2 2026, selling an estimated $709 and leaving 225 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Strategic Wealth Partners first reported a position in TWLO in Q3 2020 and has held it in 8 quarters since. The position peaked at $626K in Q1 2021. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Strategic Wealth Partners held 225 shares of Twilio worth $46.4K as of Q2 2026.
Strategic Wealth Partners sold 4 Twilio shares in Q2 2026, an estimated $709.
Twilio made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #538 holding.
Strategic Wealth Partners first reported a position in Twilio in Q3 2020 and has held it in 8 quarters since.
Strategic Wealth Partners's Twilio position peaked at $626K in Q1 2021.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.