Western Wealth Management’s Twilio TWLO Stock Holding History

Western 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	$276K	Buy	+1,337	New	+$237K	0.01%	853
2024 Q1	–	Sell	-3,456	Closed	-$262K	–	726
2023 Q4	$262K	Buy	+3,456	New	+$215K	0.02%	584
2022 Q4	–	Sell	-6,331	Closed	-$439K	–	784
2022 Q3	$439K	Buy	+6,331	New	+$506K	0.03%	529
2022 Q2	–	Sell	-1,873	Closed	-$309K	–	855
2022 Q1	$309K	Sell	1,873 -285	-13%	-$51.9K	0.02%	663
2021 Q4	$570K	Buy	+2,158	New	+$645K	0.06%	300
2021 Q2	$712K	Sell	1,796 -226	-11%	-$78.5K	0.07%	279
2021 Q1	$689K	Buy	2,022 +180	+10%	+$67.4K	0.09%	219
2020 Q4	$624K	Buy	1,842 +236	+15%	+$73.7K	0.09%	219
2020 Q3	$397K	Buy	1,606 +505	+46%	+$125K	0.06%	281
2020 Q2	$242K	Buy	+1,101	New	+$177K	0.04%	357

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 $3.37T AUM 44.26% 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

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

Western Wealth Management opened a new position in Twilio (TWLO) in Q2 2026: 1,337 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in TWLO as recently as Q4 2023.

Western Wealth Management first reported a position in TWLO in Q2 2020 and has held it in 10 quarters since. The position peaked at $712K in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Western Wealth Management held 1,337 shares of Twilio worth $276K as of Q2 2026.
Twilio was a new Western Wealth Management position in Q2 2026.
Twilio made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #853 holding.
Western Wealth Management first reported a position in Twilio in Q2 2020 and has held it in 10 quarters since.
Western Wealth Management's Twilio position peaked at $712K in Q2 2021.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.