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HHM Wealth Advisors’s Twilio TWLO Stock Holding History

HHM Wealth 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 		– Sell
-600
Closed -$75.5K – 944
2026
Q1 		$75.5K Hold
600
– – 0.01% 317
2025
Q4 		$85.3K Sell
600
-260
-30% -$32.2K 0.01% 288
2025
Q3 		$86.1K Hold
860
– – 0.01% 295
2025
Q2 		$107K Hold
860
– – 0.01% 270
2025
Q1 		$84.2K Hold
860
– – 0.01% 284
2024
Q4 		$92.9K Hold
860
– – 0.01% 270
2024
Q3 		$56.1K Hold
860
– – 0.01% 321
2024
Q2 		$48.9K Buy
860
+260
+43% +$15.3K 0.01% 346
2024
Q1 		$36.7K Hold
600
– – 0.01% 338
2023
Q4 		$45.5K Hold
600
– – 0.01% 300
2023
Q3 		$35.1K Hold
600
– – 0.01% 324
2023
Q2 		$38.2K Hold
600
– – 0.01% 327
2023
Q1 		$40K Hold
600
– – 0.01% 304
2022
Q4 		$29.4K Sell
600
-94
-14% -$5.35K 0.01% 313
2022
Q3 		$48K Hold
694
– – 0.01% 242
2022
Q2 		$58K Hold
694
– – 0.01% 262
2022
Q1 		$114K Hold
694
– – 0.03% 207
2021
Q4 		$183K Buy
694
+42
+6% +$12.6K 0.04% 146
2021
Q3 		$208K Hold
652
– – 0.06% 122
2021
Q2 		$257K Buy
652
+52
+9% +$18.1K 0.07% 114
2021
Q1 		$204K Hold
600
– – 0.06% 111
2020
Q4 		$203K Hold
600
– – 0.07% 105
2020
Q3 		$148K Hold
600
– – 0.06% 110
2020
Q2 		$132K Hold
600
– – 0.06% 110
2020
Q1 		$54K Buy
+600
New +$65.9K 0.03% 196

Other funds holding TWLO

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HHM Wealth Advisors's TWLO Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Twilio (TWLO) in Q2 2026, closing a stake of 600 shares — an estimated $75.5K sold.

HHM Wealth Advisors first reported a position in TWLO in Q1 2020 and held it in 25 quarters. The position peaked at $257K in Q2 2021. 226 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Twilio position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 600 Twilio shares in Q2 2026, an estimated $75.5K.
  • HHM Wealth Advisors first reported a position in Twilio in Q1 2020 and held it in 25 quarters.
  • HHM Wealth Advisors's Twilio position peaked at $257K in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.