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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
2022
Q1 		– Sell
-5,600
Closed -$1.48M – 183
2021
Q4 		$1.48M Buy
+5,600
New +$1.67M 0.09% 38

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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. 336 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.
  • 336 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.