LVW Advisors
TWLO icon

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
Q3 		$797K Sell
2,725
-455
-14% -$104K 0.07% 182
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LVW Advisors's TWLO Position: Q3 2026 in Review

LVW Advisors reduced its Twilio (TWLO) stake by 14% in Q3 2026, selling an estimated $104K and leaving 2,725 shares worth $797K. The position accounts for 0.07% of the portfolio, ranked #182.

LVW Advisors first reported a position in TWLO in Q1 2025 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • LVW Advisors held 2,725 shares of Twilio worth $797K as of Q3 2026.
  • LVW Advisors sold 455 Twilio shares in Q3 2026, an estimated $104K.
  • Twilio made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #182 holding.
  • LVW Advisors first reported a position in Twilio in Q1 2025 and has held it in 7 quarters since.
  • 690 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.