Corient Private Wealth
TWLO icon

Corient Private Wealth’s Twilio TWLO Stock Holding History

Corient Private Wealth’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 		$19.5M Sell
94,644
-10,615
-10% -$1.88M 0.03% 421
2026
Q1 		$13.2M Buy
105,259
+86,165
+451% +$10.6M 0.02% 520
2025
Q4 		$2.72M Buy
19,094
+4,424
+30% +$548K ﹤0.01% 1014
2025
Q3 		$1.47M Buy
14,670
+1,121
+8% +$126K ﹤0.01% 1229
2025
Q2 		$1.68M Sell
13,549
-5,136
-27% -$546K ﹤0.01% 1111
2025
Q1 		$1.83M Buy
18,685
+804
+4% +$95.3K ﹤0.01% 1011
2024
Q4 		$1.93M Sell
17,881
-2,523
-12% -$231K ﹤0.01% 1019
2024
Q3 		$1.33M Buy
20,404
+3,348
+20% +$200K ﹤0.01% 1272
2024
Q2 		$969K Sell
17,056
-630
-4% -$37.2K ﹤0.01% 1345
2024
Q1 		$1.08M Buy
17,686
+3,448
+24% +$227K ﹤0.01% 1292
2023
Q4 		$1.08M Sell
14,238
-3,164
-18% -$197K ﹤0.01% 1258
2023
Q3 		$1.02M Buy
17,402
+479
+3% +$29.9K ﹤0.01% 1179
2023
Q2 		$1.08M Sell
16,923
-2,340
-12% -$138K ﹤0.01% 1127
2023
Q1 		$1.28M Buy
19,263
+7,336
+62% +$452K ﹤0.01% 993
2022
Q4 		$584K Buy
+11,927
New +$679K ﹤0.01% 1095

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

Corient Private Wealth's TWLO Position: Q2 2026 in Review

Corient Private Wealth reduced its Twilio (TWLO) stake by 10% in Q2 2026, selling an estimated $1.88M and leaving 94,644 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #421.

Corient Private Wealth first reported a position in TWLO in Q4 2022 and has held it in 15 quarters since. 967 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Corient Private Wealth held 94,644 shares of Twilio worth $19.5M as of Q2 2026.
  • Corient Private Wealth sold 10,615 Twilio shares in Q2 2026, an estimated $1.88M.
  • Twilio made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #421 holding.
  • Corient Private Wealth first reported a position in Twilio in Q4 2022 and has held it in 15 quarters since.
  • 967 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.