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Venturi Wealth Management’s Twilio TWLO Stock Holding History

Venturi Wealth Management’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 		$1.22M Buy
5,926
+927
+19% +$164K 0.05% 196
2026
Q1 		$629K Buy
4,999
+1,989
+66% +$245K 0.03% 297
2025
Q4 		$428K Buy
3,010
+668
+29% +$82.7K 0.02% 385
2025
Q3 		$234K Buy
2,342
+456
+24% +$51.3K 0.01% 505
2025
Q2 		$235K Buy
+1,886
New +$201K 0.01% 488
2025
Q1 		– Sell
-1,432
Closed -$155K – 1735
2024
Q4 		$155K Buy
1,432
+699
+95% +$63.9K 0.01% 616
2024
Q3 		$47.8K Buy
733
+493
+205% +$29.5K ﹤0.01% 779
2024
Q2 		$13.6K Sell
240
-117
-33% -$6.9K ﹤0.01% 1033
2024
Q1 		$21.8K Buy
357
+145
+68% +$9.55K ﹤0.01% 718
2023
Q4 		$16.1K Buy
212
+40
+23% +$2.49K ﹤0.01% 764
2023
Q3 		$10.1K Buy
172
+52
+43% +$3.24K ﹤0.01% 806
2023
Q2 		$7.63K Buy
120
+20
+20% +$1.18K ﹤0.01% 690
2023
Q1 		$6.66K Buy
+100
New +$6.17K ﹤0.01% 774

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

Venturi Wealth Management's TWLO Position: Q2 2026 in Review

Venturi Wealth Management increased its Twilio (TWLO) stake by 19% in Q2 2026, buying an estimated $164K and bringing the position to 5,926 shares worth $1.22M. The position accounts for 0.05% of the portfolio, ranked #196.

Venturi Wealth Management first reported a position in TWLO in Q1 2023 and has held it in 13 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Venturi Wealth Management held 5,926 shares of Twilio worth $1.22M as of Q2 2026.
  • Venturi Wealth Management bought 927 Twilio shares in Q2 2026, an estimated $164K.
  • Twilio made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Venturi Wealth Management first reported a position in Twilio in Q1 2023 and has held it in 13 quarters since.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.