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LVW Advisors’s Twilio TWLO Stock Holding History

LVW 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 		$656K Buy
3,180
+489
+18% +$86.7K 0.06% 185
2026
Q1 		$339K Buy
2,691
+379
+16% +$46.6K 0.03% 298
2025
Q4 		$329K Sell
2,312
-76
-3% -$9.41K 0.03% 262
2025
Q3 		$239K Sell
2,388
-1,150
-33% -$129K 0.02% 312
2025
Q2 		$440K Buy
3,538
+1,060
+43% +$113K 0.05% 203
2025
Q1 		$243K Buy
+2,478
New +$294K 0.03% 269

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

LVW Advisors's TWLO Position: Q2 2026 in Review

LVW Advisors increased its Twilio (TWLO) stake by 18% in Q2 2026, buying an estimated $86.7K and bringing the position to 3,180 shares worth $656K. The position accounts for 0.06% of the portfolio, ranked #185.

LVW Advisors first reported a position in TWLO in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • LVW Advisors held 3,180 shares of Twilio worth $656K as of Q2 2026.
  • LVW Advisors bought 489 Twilio shares in Q2 2026, an estimated $86.7K.
  • Twilio made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #185 holding.
  • LVW Advisors first reported a position in Twilio in Q1 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.