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Loring Wolcott & Coolidge Fiduciary Advisors’s Twilio TWLO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$267K Hold
1,295
– – ﹤0.01% 297
2026
Q1 		$152K Hold
1,295
– – ﹤0.01% 343
2025
Q4 		$173K Hold
1,295
– – ﹤0.01% 327
2025
Q3 		$144K Hold
1,295
– – ﹤0.01% 351
2025
Q2 		$161K Hold
1,295
– – ﹤0.01% 301
2025
Q1 		$113K Hold
1,295
– – ﹤0.01% 322
2024
Q4 		$180K Hold
1,295
– – ﹤0.01% 292
2024
Q3 		$92.3K Hold
1,295
– – ﹤0.01% 343
2024
Q2 		$77.7K Sell
1,295
-215
-14% -$12.7K ﹤0.01% 359
2024
Q1 		$88.5K Hold
1,510
– – ﹤0.01% 345
2023
Q4 		$106K Hold
1,510
– – ﹤0.01% 341
2023
Q3 		$78.8K Hold
1,510
– – ﹤0.01% 380
2023
Q2 		$96.1K Sell
1,510
-431
-22% -$25.4K ﹤0.01% 373
2023
Q1 		$129K Hold
1,941
– – ﹤0.01% 318
2022
Q4 		$95K Hold
1,941
– – ﹤0.01% 351
2022
Q3 		$134K Hold
1,941
– – ﹤0.01% 320
2022
Q2 		$163K Sell
1,941
-35
-2% -$3.92K ﹤0.01% 312
2022
Q1 		$326K Sell
1,976
-14
-0.7% -$2.55K ﹤0.01% 246
2021
Q4 		$524K Hold
1,990
– – ﹤0.01% 221
2021
Q3 		$635K Hold
1,990
– – 0.01% 200
2021
Q2 		$784K Sell
1,990
-8
-0.4% -$2.78K 0.01% 189
2021
Q1 		$681K Sell
1,998
-58
-3% -$21.7K 0.01% 186
2020
Q4 		$696K Buy
2,056
+351
+21% +$110K 0.01% 179
2020
Q3 		$421K Hold
1,705
– – 0.01% 207
2020
Q2 		$374K Buy
1,705
+1,295
+316% +$208K 0.01% 202
2020
Q1 		$37K Hold
410
– – ﹤0.01% 406
2019
Q4 		$40K Hold
410
– – ﹤0.01% 442
2019
Q3 		$45K Buy
410
+16
+4% +$2.08K ﹤0.01% 417
2019
Q2 		$54K Buy
394
+385
+4,278% +$51.3K ﹤0.01% 397
2019
Q1 		$1K Buy
+9
New +$1.01K ﹤0.01% 690

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TWLO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Twilio (TWLO) position steady in Q2 2026 at 1,295 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TWLO in Q1 2019 and has held it in 30 quarters since. The position peaked at $784K in Q2 2021. 434 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,295 shares of Twilio worth $267K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Twilio share count unchanged in Q2 2026.
  • Twilio made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #297 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Twilio in Q1 2019 and has held it in 30 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Twilio position peaked at $784K in Q2 2021.
  • 434 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.