Atria Wealth Solutions’s Twilio TWLO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$721K	Buy	+5,851	New	+$622K	0.02%	768
2025 Q1	–	Sell	-2,059	Closed	-$223K	–	2078
2024 Q4	$223K	Buy	+2,059	New	+$188K	﹤0.01%	1758
2024 Q3	–	Sell	-4,009	Closed	-$228K	–	2054
2024 Q2	$228K	Sell	4,009 -1,977	-33%	-$117K	﹤0.01%	1678
2024 Q1	$366K	Sell	5,986 -1,257	-17%	-$82.8K	﹤0.01%	1416
2023 Q4	$550K	Buy	7,243 +2,128	+42%	+$133K	0.01%	1161
2023 Q3	$299K	Sell	5,115 -3,127	-38%	-$195K	﹤0.01%	1420
2023 Q2	$524K	Buy	8,242 +1,495	+22%	+$88.2K	0.01%	1135
2023 Q1	$450K	Buy	+6,747	New	+$416K	0.01%	1192
2022 Q4	–	Sell	-9,163	Closed	-$634K	–	1883
2022 Q3	$634K	Sell	9,163 -618	-6%	-$49.4K	0.01%	904
2022 Q2	$820K	Buy	9,781 +1,845	+23%	+$206K	0.02%	780
2022 Q1	$1.31M	Buy	+7,936	New	+$1.45M	0.02%	622

Other funds holding TWLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's TWLO Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Twilio (TWLO) in Q2 2025: 5,851 shares worth $721K. The stake represents 0.02% of the portfolio and ranks #768 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in TWLO as recently as Q4 2024.

Atria Wealth Solutions first reported a position in TWLO in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.31M in Q1 2022. 824 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Atria Wealth Solutions held 5,851 shares of Twilio worth $721K as of Q2 2025.
Twilio was a new Atria Wealth Solutions position in Q2 2025.
Twilio made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #768 holding.
Atria Wealth Solutions first reported a position in Twilio in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Twilio position peaked at $1.31M in Q1 2022.
824 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.