Diversified Trust’s Twilio TWLO Stock Holding History

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

Diversified Trust's TWLO Position: Q3 2025 in Review

Diversified Trust sold out of Twilio (TWLO) in Q3 2025, closing a stake of 8,930 shares — an estimated $1.11M sold.

Diversified Trust first reported a position in TWLO in Q3 2020 and held it in 9 quarters. The position peaked at $1.85M in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Diversified Trust reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 8,930 Twilio shares in Q3 2025, an estimated $1.11M.
  • Diversified Trust first reported a position in Twilio in Q3 2020 and held it in 9 quarters.
  • Diversified Trust's Twilio position peaked at $1.85M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.