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Optimum Investment Advisors’s Twilio TWLO Stock Holding History

Optimum 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
2025
Q3 		$58.6K Sell
585
-250
-30% -$28.1K 0.02% 329
2025
Q2 		$104K Buy
835
+100
+14% +$10.6K 0.05% 245
2025
Q1 		$72K Sell
735
-75
-9% -$8.89K 0.03% 289
2024
Q4 		$87.5K Buy
810
+205
+34% +$18.7K 0.04% 272
2024
Q3 		$39.5K Hold
605
– – 0.02% 377
2024
Q2 		$34.4K Hold
605
– – 0.02% 389
2024
Q1 		$37K Hold
605
– – 0.02% 394
2023
Q4 		$45.9K Buy
605
+100
+20% +$6.23K 0.02% 361
2023
Q3 		$29.6K Buy
505
+205
+68% +$12.8K 0.02% 426
2023
Q2 		$19.1K Hold
300
– – 0.01% 479
2023
Q1 		$20K Hold
300
– – 0.01% 477
2022
Q4 		$14.7K Hold
300
– – 0.01% 527
2022
Q3 		$21K Hold
300
– – 0.01% 492
2022
Q2 		$25K Hold
300
– – 0.01% 486
2022
Q1 		$49K Hold
300
– – 0.02% 432
2021
Q4 		$79K Buy
300
+100
+50% +$29.9K 0.03% 380
2021
Q3 		$64K Sell
200
-100
-33% -$36.4K 0.03% 412
2021
Q2 		$118K Hold
300
– – 0.04% 348
2021
Q1 		$102K Hold
300
– – 0.03% 369
2020
Q4 		$102K Hold
300
– – 0.03% 349
2020
Q3 		$74K Hold
300
– – 0.02% 381
2020
Q2 		$66K Sell
300
-100
-25% -$16.1K 0.02% 389
2020
Q1 		$36K Buy
400
+150
+60% +$16.5K 0.01% 480
2019
Q4 		$25K Sell
250
-300
-55% -$30.6K 0.01% 638
2019
Q3 		$60K Sell
550
-250
-31% -$32.4K 0.02% 477
2019
Q2 		$109K Buy
+800
New +$107K 0.04% 364

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Optimum Investment Advisors's TWLO Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Twilio (TWLO) stake by 30% in Q3 2025, selling an estimated $28.1K and leaving 585 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #329.

Optimum Investment Advisors first reported a position in TWLO in Q2 2019 and has held it in 26 quarters since. The position peaked at $118K in Q2 2021. 774 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Optimum Investment Advisors held 585 shares of Twilio worth $58.6K as of Q3 2025.
  • Optimum Investment Advisors sold 250 Twilio shares in Q3 2025, an estimated $28.1K.
  • Twilio made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #329 holding.
  • Optimum Investment Advisors first reported a position in Twilio in Q2 2019 and has held it in 26 quarters since.
  • Optimum Investment Advisors's Twilio position peaked at $118K in Q2 2021.
  • 774 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.