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Halbert Hargrove Global Advisors’s Twilio TWLO Stock Holding History

Halbert Hargrove Global 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 		$601 Buy
+3
New +$532 ﹤0.01% 506
2025
Q2 		– Sell
-1
Closed -$98 – 626
2025
Q1 		$98 Sell
1
-56
-98% -$6.64K ﹤0.01% 636
2024
Q4 		$6.16K Buy
+57
New +$5.21K ﹤0.01% 251
2022
Q1 		– Sell
-5,794
Closed -$1.53M – 182
2021
Q4 		$1.53M Buy
+5,794
New +$1.73M 0.1% 36

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

Halbert Hargrove Global Advisors's TWLO Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Twilio (TWLO) in Q2 2026: 3 shares worth $601. The stake represents ﹤0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in TWLO as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in TWLO in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.53M in Q4 2021. 967 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of Twilio worth $601 as of Q2 2026.
  • Twilio was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Twilio made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #506 holding.
  • Halbert Hargrove Global Advisors first reported a position in Twilio in Q4 2021 and has held it in 4 quarters since.
  • Halbert Hargrove Global Advisors's Twilio position peaked at $1.53M in Q4 2021.
  • 967 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.