Capital Advisors Ltd’s Twilio TWLO Stock Holding History

Capital Advisors Ltd’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	$91K	Sell	443 -1	-0.2%	-$177	0.01%	416
2026 Q1	$56K	Buy	444 +8	+2%	+$984	0.01%	472
2025 Q4	$62K	Hold	436	–	–	0.01%	453
2025 Q3	$44K	Hold	436	–	–	0.01%	503
2025 Q2	$54K	Hold	436	–	–	0.01%	455
2025 Q1	$43K	Hold	436	–	–	0.01%	493
2024 Q4	$47K	Hold	436	–	–	0.01%	468
2024 Q3	$28K	Sell	436 -7	-2%	-$419	﹤0.01%	562
2024 Q2	$25K	Buy	443 +7	+2%	+$413	﹤0.01%	566
2024 Q1	$27K	Hold	436	–	–	﹤0.01%	541
2023 Q4	$33K	Hold	436	–	–	﹤0.01%	487
2023 Q3	$26K	Hold	436	–	–	﹤0.01%	511
2023 Q2	$28K	Buy	436 +411	+1,644%	+$24.3K	﹤0.01%	521
2023 Q1	$2K	Sell	25 -427	-94%	-$26.3K	﹤0.01%	945
2022 Q4	$1K	Buy	452 +430	+1,955%	+$24.5K	﹤0.01%	1103
2022 Q3	$2K	Buy	22 +9	+69%	+$719	﹤0.01%	913
2022 Q2	$1K	Buy	+13	New	+$1.45K	﹤0.01%	905
2022 Q1	–	Sell	-2	Closed	-$1K	–	1206
2021 Q4	$1K	Buy	+2	New	+$598	﹤0.01%	755

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

Capital Advisors Ltd's TWLO Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Twilio (TWLO) stake by 0.23% in Q2 2026, selling an estimated $177 and leaving 443 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #416.

Capital Advisors Ltd first reported a position in TWLO in Q4 2021 and has held it in 18 quarters since. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Capital Advisors Ltd held 443 shares of Twilio worth $91K as of Q2 2026.
Capital Advisors Ltd sold 1 Twilio share in Q2 2026, an estimated $177.
Twilio made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #416 holding.
Capital Advisors Ltd first reported a position in Twilio in Q4 2021 and has held it in 18 quarters since.
960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.