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Xcel Wealth Management’s Twilio TWLO Stock Holding History

Xcel 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 		– Sell
-1,826
Closed -$260K – 145
2025
Q4 		$260K Buy
+1,826
New +$226K 0.07% 133
2025
Q3 		– Sell
-2,226
Closed -$277K – 141
2025
Q2 		$277K Sell
2,226
-150
-6% -$15.9K 0.08% 121
2025
Q1 		$233K Hold
2,376
– – 0.07% 124
2024
Q4 		$257K Buy
+2,376
New +$217K 0.07% 119
2024
Q2 		– Sell
-4,440
Closed -$272K – 128
2024
Q1 		$272K Sell
4,440
-5,981
-57% -$394K 0.08% 109
2023
Q4 		$791K Sell
10,421
-4,909
-32% -$306K 0.28% 61
2023
Q3 		$897K Sell
15,330
-10,540
-41% -$657K 0.35% 55
2023
Q2 		$1.65M Sell
25,870
-544
-2% -$32.1K 0.52% 49
2023
Q1 		$1.76M Sell
26,414
-3,230
-11% -$199K 0.62% 45
2022
Q4 		$1.45M Sell
29,644
-25,910
-47% -$1.47M 0.57% 46
2022
Q3 		$3.84M Buy
55,554
+14,000
+34% +$1.12M 1.43% 19
2022
Q2 		$3.48M Buy
41,554
+3,757
+10% +$420K 1.27% 25
2022
Q1 		$6.23M Buy
37,797
+4,148
+12% +$756K 1.71% 17
2021
Q4 		$8.86M Sell
33,649
-478
-1% -$143K 2.28% 12
2021
Q3 		$10.9M Buy
34,127
+422
+1% +$154K 3.16% 4
2021
Q2 		$13.3M Sell
33,705
-2,400
-7% -$833K 4.01% 3
2021
Q1 		$12.3M Sell
36,105
-2,653
-7% -$994K 4.39% 3
2020
Q4 		$13.1M Sell
38,758
-73
-0.2% -$22.8K 5.66% 2
2020
Q3 		$9.59M Sell
38,831
-2,880
-7% -$710K 4.93% 2
2020
Q2 		$9.15M Sell
41,711
-2,229
-5% -$358K 5.68% 2
2020
Q1 		$3.93M Buy
43,940
+1,350
+3% +$148K 3.55% 8
2019
Q4 		$4.18M Buy
42,590
+10,455
+33% +$1.07M 3.48% 10
2019
Q3 		$3.53M Buy
32,135
+15,871
+98% +$2.06M 3.27% 11
2019
Q2 		$2.22M Buy
16,264
+6,804
+72% +$906K 2.17% 16
2019
Q1 		$1.22M Buy
+9,460
New +$1.07M 1.26% 24

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

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

Xcel Wealth Management sold out of Twilio (TWLO) in Q1 2026, closing a stake of 1,826 shares — an estimated $260K sold.

Xcel Wealth Management first reported a position in TWLO in Q1 2019 and held it in 25 quarters. The position peaked at $13.3M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Xcel Wealth Management reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 1,826 Twilio shares in Q1 2026, an estimated $260K.
  • Xcel Wealth Management first reported a position in Twilio in Q1 2019 and held it in 25 quarters.
  • Xcel Wealth Management's Twilio position peaked at $13.3M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

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