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Clearstead Advisors’s Twilio TWLO Stock Holding History

Clearstead 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 		$28.3K Buy
137
+97
+243% +$17.2K ﹤0.01% 1684
2026
Q1 		$5.03K Sell
40
-478
-92% -$58.8K ﹤0.01% 1736
2025
Q4 		$73.7K Sell
518
-285
-35% -$35.3K ﹤0.01% 1229
2025
Q3 		$80.4K Buy
803
+23
+3% +$2.59K ﹤0.01% 1115
2025
Q2 		$97K Buy
780
+600
+333% +$63.8K ﹤0.01% 1070
2025
Q1 		$17.6K Sell
180
-44
-20% -$5.21K ﹤0.01% 1460
2024
Q4 		$24.2K Buy
224
+219
+4,380% +$20K ﹤0.01% 1329
2024
Q3 		$327 Hold
5
– – ﹤0.01% 1981
2024
Q2 		$285 Hold
5
– – ﹤0.01% 1966
2024
Q1 		$312 Sell
5
-35
-88% -$2.31K ﹤0.01% 1482
2023
Q4 		$3.04K Sell
40
-40
-50% -$2.49K ﹤0.01% 1235
2023
Q3 		$4.68K Buy
+80
New +$4.99K ﹤0.01% 1255
2022
Q4 		– Sell
-200
Closed -$14K – 1379
2022
Q3 		$14K Sell
200
-24
-11% -$1.92K ﹤0.01% 839
2022
Q2 		$19K Sell
224
-1,288
-85% -$144K ﹤0.01% 819
2022
Q1 		$249K Sell
1,512
-163
-10% -$29.7K 0.02% 378
2021
Q4 		$441K Sell
1,675
-135
-7% -$40.4K 0.03% 271
2021
Q3 		$577K Buy
1,810
+135
+8% +$49.2K 0.04% 224
2021
Q2 		$660K Sell
1,675
-75
-4% -$26K 0.05% 197
2021
Q1 		$596K Sell
1,750
-250
-13% -$93.6K 0.05% 204
2020
Q4 		$677K Hold
2,000
– – 0.06% 183
2020
Q3 		$494K Buy
+2,000
New +$493K 0.05% 179

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Clearstead Advisors's TWLO Position: Q2 2026 in Review

Clearstead Advisors increased its Twilio (TWLO) stake by 243% in Q2 2026, buying an estimated $17.2K and bringing the position to 137 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Clearstead Advisors first reported a position in TWLO in Q3 2020 and has held it in 21 quarters since. The position peaked at $677K in Q4 2020. 960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Clearstead Advisors held 137 shares of Twilio worth $28.3K as of Q2 2026.
  • Clearstead Advisors bought 97 Twilio shares in Q2 2026, an estimated $17.2K.
  • Twilio made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1684 holding.
  • Clearstead Advisors first reported a position in Twilio in Q3 2020 and has held it in 21 quarters since.
  • Clearstead Advisors's Twilio position peaked at $677K in Q4 2020.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.