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Wealthspire Advisors (New York)’s Twilio TWLO Stock Holding History

Wealthspire Advisors (New York)’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 		$979K Buy
+4,745
New +$841K 0.01% 561
2025
Q4 		– Sell
-288
Closed -$28.8K – 2765
2025
Q3 		$28.8K Buy
+288
New +$32.4K ﹤0.01% 1484
2021
Q4 		– Sell
-1,126
Closed -$359K – 626
2021
Q3 		$359K Buy
+1,126
New +$410K 0.01% 425

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s TWLO Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Twilio (TWLO) in Q2 2026: 4,745 shares worth $979K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in TWLO as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in TWLO in Q3 2021 and has held it in 3 quarters since. 971 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,745 shares of Twilio worth $979K as of Q2 2026.
  • Twilio was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Twilio made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #561 holding.
  • Wealthspire Advisors (New York) first reported a position in Twilio in Q3 2021 and has held it in 3 quarters since.
  • 971 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.