DT
TWLO icon

Diversified Trust’s Twilio TWLO Stock Holding History

Diversified 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
Q3 		– Sell
-8,930
Closed -$1.11M – 1063
2025
Q2 		$1.11M Buy
8,930
+171
+2% +$18.2K 0.02% 354
2025
Q1 		$858K Sell
8,759
-8,329
-49% -$987K 0.02% 413
2024
Q4 		$1.85M Sell
17,088
-2,663
-13% -$243K 0.05% 240
2024
Q3 		$1.29M Buy
+19,751
New +$1.18M 0.03% 312
2024
Q1 		– Sell
-2,836
Closed -$215K – 930
2023
Q4 		$215K Buy
+2,836
New +$177K 0.01% 766
2022
Q1 		– Sell
-845
Closed -$223K – 891
2021
Q4 		$223K Sell
845
-2
-0.2% -$598 0.01% 737
2021
Q3 		$270K Buy
+847
New +$308K 0.01% 631
2021
Q1 		– Sell
-1,193
Closed -$404K – 854
2020
Q4 		$404K Buy
1,193
+3
+0.3% +$937 0.02% 422
2020
Q3 		$294K Buy
+1,190
New +$293K 0.01% 453

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return