Uniting Wealth Partners’s Twilio TWLO Stock Holding History

Uniting 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	–	Sell	-2,000	Closed	-$252K	–	219
2026 Q1	$252K	Sell	2,000 -2,000	-50%	-$246K	0.05%	170
2025 Q4	$569K	Hold	4,000	–	–	0.17%	75
2025 Q3	$400K	Hold	4,000	–	–	0.09%	111
2025 Q2	$497K	Hold	4,000	–	–	0.19%	57
2025 Q1	$392K	Hold	4,000	–	–	0.2%	58
2024 Q4	$432K	Buy	+4,000	New	+$366K	0.21%	55

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 $3.38T AUM 44.17% 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

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

Uniting Wealth Partners sold out of Twilio (TWLO) in Q2 2026, closing a stake of 2,000 shares — an estimated $252K sold.

Uniting Wealth Partners first reported a position in TWLO in Q4 2024 and held it in 6 quarters. The position peaked at $569K in Q4 2025. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Uniting Wealth Partners reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Uniting Wealth Partners sold 2,000 Twilio shares in Q2 2026, an estimated $252K.
Uniting Wealth Partners first reported a position in Twilio in Q4 2024 and held it in 6 quarters.
Uniting Wealth Partners's Twilio position peaked at $569K in Q4 2025.
971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.