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OneDigital Investment Advisors’s Twilio TWLO Stock Holding History

OneDigital Investment 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 		$502K Buy
2,432
+428
+21% +$75.9K ﹤0.01% 1035
2026
Q1 		$252K Sell
2,004
-1,121
-36% -$138K ﹤0.01% 1272
2025
Q4 		$445K Buy
3,125
+42
+1% +$5.2K ﹤0.01% 1000
2025
Q3 		$309K Sell
3,083
-1
-0% -$113 ﹤0.01% 1167
2025
Q2 		$384K Buy
3,084
+83
+3% +$8.82K ﹤0.01% 1032
2025
Q1 		$294K Buy
+3,001
New +$356K ﹤0.01% 1119
2024
Q3 		– Sell
-4,794
Closed -$272K – 1468
2024
Q2 		$272K Buy
+4,794
New +$283K ﹤0.01% 1154
2022
Q1 		– Sell
-920
Closed -$242K – 846
2021
Q4 		$242K Buy
920
+53
+6% +$15.9K 0.01% 663
2021
Q3 		$277K Buy
867
+78
+10% +$28.4K 0.01% 594
2021
Q2 		$311K Sell
789
-57
-7% -$19.8K 0.01% 544
2021
Q1 		$288K Buy
846
+142
+20% +$53.2K 0.01% 520
2020
Q4 		$238K Buy
+704
New +$220K 0.01% 550
2019
Q3 		– Sell
-2,574
Closed -$351K – 1111
2019
Q2 		$351K Buy
2,574
+2,474
+2,474% +$329K 0.03% 309
2019
Q1 		$13K Hold
100
– – ﹤0.01% 831
2018
Q4 		$9K Buy
+100
New +$8.12K ﹤0.01% 877
2018
Q3 		– Sell
-100
Closed -$6K – 1238
2018
Q2 		$6K Sell
100
-200
-67% -$9.91K ﹤0.01% 1150
2018
Q1 		$11K Hold
300
– – ﹤0.01% 1011
2017
Q4 		$7K Hold
300
– – ﹤0.01% 1046
2017
Q3 		$9K Hold
300
– – ﹤0.01% 825
2017
Q2 		$9K Buy
+300
New +$8.21K ﹤0.01% 965

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

OneDigital Investment Advisors's TWLO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Twilio (TWLO) stake by 21% in Q2 2026, buying an estimated $75.9K and bringing the position to 2,432 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

OneDigital Investment Advisors first reported a position in TWLO in Q2 2017 and has held it in 20 quarters since. 560 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • OneDigital Investment Advisors held 2,432 shares of Twilio worth $502K as of Q2 2026.
  • OneDigital Investment Advisors bought 428 Twilio shares in Q2 2026, an estimated $75.9K.
  • Twilio made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1035 holding.
  • OneDigital Investment Advisors first reported a position in Twilio in Q2 2017 and has held it in 20 quarters since.
  • 560 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

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