Whipplewood Advisors’s Twilio TWLO Stock Holding History

Whipplewood Advisors’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	-6	Closed	-$755	–	1007
2026 Q1	$755	Buy	+6	New	+$738	﹤0.01%	943
2025 Q3	–	Sell	-3	Closed	-$373	–	1099
2025 Q2	$373	Buy	+3	New	+$319	﹤0.01%	1140

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

Whipplewood Advisors's TWLO Position: Q2 2026 in Review

Whipplewood Advisors sold out of Twilio (TWLO) in Q2 2026, closing a stake of 6 shares — an estimated $755 sold.

Whipplewood Advisors first reported a position in TWLO in Q2 2025 and held it in 2 quarters. The position peaked at $755 in Q1 2026. 959 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Whipplewood Advisors reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 6 Twilio shares in Q2 2026, an estimated $755.
Whipplewood Advisors first reported a position in Twilio in Q2 2025 and held it in 2 quarters.
Whipplewood Advisors's Twilio position peaked at $755 in Q1 2026.
959 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.