Williamson Legacy Group
TWLO icon

Williamson Legacy Group’s Twilio TWLO Stock Holding History

Williamson Legacy Group’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
Q3 		$1.82M Buy
+6,215
New +$1.42M 1.09% 28
2025
Q3 		– Sell
-1,688
Closed -$210K – 134
2025
Q2 		$210K Buy
+1,688
New +$179K 0.18% 103

Other funds holding TWLO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Williamson Legacy Group's TWLO Position: Q3 2026 in Review

Williamson Legacy Group opened a new position in Twilio (TWLO) in Q3 2026: 6,215 shares worth $1.82M. The stake represents 1.09% of the portfolio and ranks #28 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in TWLO as recently as Q2 2025.

Williamson Legacy Group first reported a position in TWLO in Q2 2025 and has held it in 2 quarters since. 895 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Williamson Legacy Group held 6,215 shares of Twilio worth $1.82M as of Q3 2026.
  • Twilio was a new Williamson Legacy Group position in Q3 2026.
  • Twilio made up 1.09% of Williamson Legacy Group's portfolio in Q3 2026, its #28 holding.
  • Williamson Legacy Group first reported a position in Twilio in Q2 2025 and has held it in 2 quarters since.
  • 895 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Williamson Legacy Group's 13F filing for Q3 2026, filed 13 Nov 2026.