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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Venturi Wealth Management's TWLO Position: Q1 2026 in Review

Venturi Wealth Management increased its Twilio (TWLO) stake by 66% in Q1 2026, buying an estimated $245K and bringing the position to 4,999 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #297.

Venturi Wealth Management first reported a position in TWLO in Q1 2023 and has held it in 12 quarters since. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Venturi Wealth Management held 4,999 shares of Twilio worth $629K as of Q1 2026.
  • Venturi Wealth Management bought 1,989 Twilio shares in Q1 2026, an estimated $245K.
  • Twilio made up 0.03% of Venturi Wealth Management's portfolio in Q1 2026, its #297 holding.
  • Venturi Wealth Management first reported a position in Twilio in Q1 2023 and has held it in 12 quarters since.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.