TWD
TWLO icon

True Wealth Design’s Twilio TWLO Stock Holding History

True Wealth Design’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 		$95.1K Sell
461
-197
-30% -$34.9K 0.02% 268
2026
Q1 		$82.8K Buy
658
+145
+28% +$17.8K 0.02% 260
2025
Q4 		$73K Buy
513
+19
+4% +$2.35K 0.02% 240
2025
Q3 		$49.4K Buy
494
+30
+6% +$3.38K 0.02% 313
2025
Q2 		$57.7K Buy
464
+31
+7% +$3.3K 0.02% 186
2025
Q1 		$42.4K Buy
433
+10
+2% +$1.19K 0.02% 217
2024
Q4 		$45.7K Sell
423
-1
-0.2% -$91 0.02% 182
2024
Q3 		$27.7K Buy
424
+416
+5,200% +$24.9K 0.01% 269
2024
Q2 		$455 Buy
8
+3
+60% +$177 ﹤0.01% 668
2024
Q1 		$306 Buy
5
+1
+25% +$66 ﹤0.01% 709
2023
Q4 		$304 Buy
4
+2
+100% +$125 ﹤0.01% 601
2023
Q3 		$118 Hold
2
– – ﹤0.01% 709
2023
Q2 		$128 Buy
2
+1
+100% +$59 ﹤0.01% 707
2023
Q1 		$67 Hold
1
– – ﹤0.01% 822
2022
Q4 		$49 Buy
+1
New +$57 ﹤0.01% 776

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

True Wealth Design's TWLO Position: Q2 2026 in Review

True Wealth Design reduced its Twilio (TWLO) stake by 30% in Q2 2026, selling an estimated $34.9K and leaving 461 shares worth $95.1K. The position accounts for 0.02% of the portfolio, ranked #268.

True Wealth Design first reported a position in TWLO in Q4 2022 and has held it in 15 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • True Wealth Design held 461 shares of Twilio worth $95.1K as of Q2 2026.
  • True Wealth Design sold 197 Twilio shares in Q2 2026, an estimated $34.9K.
  • Twilio made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #268 holding.
  • True Wealth Design first reported a position in Twilio in Q4 2022 and has held it in 15 quarters since.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.