Clearstead Trust’s Twilio TWLO Stock Holding History

Clearstead Trust’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	–	Sell	-19	Closed	-$1.86K	–	1541
2025 Q1	$1.86K	Buy	+19	New	+$2.25K	﹤0.01%	774

Other funds holding TWLO

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Trust's TWLO Position: Q2 2025 in Review

Clearstead Trust sold out of Twilio (TWLO) in Q2 2025, closing a stake of 19 shares — an estimated $1.86K sold.

Clearstead Trust first reported a position in TWLO in Q1 2025 and held it in 1 quarter. The position peaked at $1.86K in Q1 2025. 822 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

Clearstead Trust reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 19 Twilio shares in Q2 2025, an estimated $1.86K.
Clearstead Trust first reported a position in Twilio in Q1 2025 and held it in 1 quarter.
Clearstead Trust's Twilio position peaked at $1.86K in Q1 2025.
822 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.