Twin Peaks Wealth Advisors’s Twilio TWLO Stock Holding History

Twin Peaks Wealth 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 Q1	$157K	Sell	1,248 -2,749	-69%	-$338K	0.04%	221
2025 Q4	$468K	Sell	3,997 -3	-0.1%	-$372	0.14%	113
2025 Q3	$400K	Sell	4,000 -17	-0.4%	-$1.91K	0.14%	112
2025 Q2	$383K	Sell	4,017 -394	-9%	-$41.9K	0.12%	110
2025 Q1	$390K	Sell	4,411 -171	-4%	-$20.3K	0.18%	98
2024 Q4	$495K	Sell	4,582 -94	-2%	-$8.59K	0.21%	82
2024 Q3	$305K	Sell	4,676 -602	-11%	-$36K	0.14%	101
2024 Q2	$300K	Sell	5,278 -134	-2%	-$7.91K	0.15%	98
2024 Q1	$331K	Sell	5,412 -253	-4%	-$16.7K	0.18%	93
2023 Q4	$430K	Buy	+5,665	New	+$353K	0.27%	70

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

Twin Peaks Wealth Advisors's TWLO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its Twilio (TWLO) stake by 69% in Q1 2026, selling an estimated $338K and leaving 1,248 shares worth $157K. The position accounts for 0.04% of the portfolio, ranked #221.

Twin Peaks Wealth Advisors first reported a position in TWLO in Q4 2023 and has held it in 10 quarters since. The position peaked at $495K in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Twin Peaks Wealth Advisors held 1,248 shares of Twilio worth $157K as of Q1 2026.
Twin Peaks Wealth Advisors sold 2,749 Twilio shares in Q1 2026, an estimated $338K.
Twilio made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #221 holding.
Twin Peaks Wealth Advisors first reported a position in Twilio in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Twilio position peaked at $495K in Q4 2024.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.