Lido Advisors’s Twilio TWLO Stock Holding History

Lido 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
2024 Q1	–	Sell	-3,000	Closed	-$228K	–	1467
2023 Q4	$228K	Hold	3,000	–	–	﹤0.01%	1155
2023 Q3	$176K	Sell	3,000 -600	-17%	-$37.4K	﹤0.01%	1090
2023 Q2	$229K	Sell	3,600 -3,000	-45%	-$177K	﹤0.01%	1056
2023 Q1	$440K	Buy	+6,600	New	+$407K	﹤0.01%	726
2022 Q4	–	Sell	-8,100	Closed	-$560K	–	1087
2022 Q3	$560K	Buy	8,100 +2,100	+35%	+$168K	0.01%	520
2022 Q2	$502K	Buy	+6,000	New	+$671K	0.01%	542

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lido Advisors's TWLO Position: Q2 2026 in Review

Lido Advisors reduced its Twilio (TWLO) stake by 2.6% in Q2 2026, selling an estimated $71.8K and leaving 15,458 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #636.

Lido Advisors first reported a position in TWLO in Q2 2018 and has held it in 33 quarters since. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Lido Advisors held 15,458 shares of Twilio worth $3.19M as of Q2 2026.
Lido Advisors sold 405 Twilio shares in Q2 2026, an estimated $71.8K.
Twilio made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #636 holding.
Lido Advisors first reported a position in Twilio in Q2 2018 and has held it in 33 quarters since.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.