Halbert Hargrove Global Advisors
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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
Q3 		– Sell
-3
Closed -$601 – 673
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

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Bank of New York Mellon
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Halbert Hargrove Global Advisors's TWLO Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Twilio (TWLO) in Q3 2026, closing a stake of 3 shares — an estimated $601 sold.

Halbert Hargrove Global Advisors first reported a position in TWLO in Q4 2021 and held it in 4 quarters. The position peaked at $1.53M in Q4 2021. 501 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Twilio position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 3 Twilio shares in Q3 2026, an estimated $601.
  • Halbert Hargrove Global Advisors first reported a position in Twilio in Q4 2021 and held it in 4 quarters.
  • Halbert Hargrove Global Advisors's Twilio position peaked at $1.53M in Q4 2021.
  • 501 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.