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J.W. Cole Advisors’s Twilio TWLO Stock Holding History

J.W. Cole 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 		$385K Sell
1,867
-829
-31% -$147K 0.01% 1136
2026
Q1 		$339K Sell
2,696
-490
-15% -$60.3K 0.01% 600
2025
Q4 		$399K Buy
3,186
+36
+1% +$4.46K 0.01% 977
2025
Q3 		$315K Sell
3,150
-1,017
-24% -$114K 0.01% 1192
2025
Q2 		$518K Buy
4,167
+860
+26% +$91.4K 0.01% 904
2025
Q1 		$324K Sell
3,307
-746
-18% -$88.4K 0.01% 928
2024
Q4 		$438K Buy
4,053
+335
+9% +$30.6K 0.02% 647
2024
Q3 		$242K Buy
3,718
+39
+1% +$2.33K 0.01% 839
2024
Q2 		$209K Sell
3,679
-75
-2% -$4.42K 0.01% 845
2024
Q1 		$230K Buy
3,754
+809
+27% +$53.3K 0.01% 789
2023
Q4 		$223K Sell
2,945
-4,550
-61% -$284K 0.01% 725
2023
Q3 		$439K Buy
+7,495
New +$467K 0.03% 449
2022
Q2 		– Sell
-2,059
Closed -$339K – 815
2022
Q1 		$339K Buy
2,059
+253
+14% +$46.1K 0.02% 578
2021
Q4 		$476K Buy
1,806
+326
+22% +$97.5K 0.03% 485
2021
Q3 		$472K Sell
1,480
-15
-1% -$5.46K 0.03% 271
2021
Q2 		$589K Buy
1,495
+734
+96% +$255K 0.05% 384
2021
Q1 		$259K Buy
+761
New +$285K 0.03% 558

Other funds holding TWLO

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
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
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

J.W. Cole Advisors's TWLO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Twilio (TWLO) stake by 31% in Q2 2026, selling an estimated $147K and leaving 1,867 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1136.

J.W. Cole Advisors first reported a position in TWLO in Q1 2021 and has held it in 17 quarters since. The position peaked at $589K in Q2 2021. 263 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • J.W. Cole Advisors held 1,867 shares of Twilio worth $385K as of Q2 2026.
  • J.W. Cole Advisors sold 829 Twilio shares in Q2 2026, an estimated $147K.
  • Twilio made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1136 holding.
  • J.W. Cole Advisors first reported a position in Twilio in Q1 2021 and has held it in 17 quarters since.
  • J.W. Cole Advisors's Twilio position peaked at $589K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.