Portside Wealth Group
TWLO icon

Portside Wealth Group’s Twilio TWLO Stock Holding History

Portside Wealth Group’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 		$282K Sell
964
-130
-12% -$29.6K 0.03% 425
2026
Q2 		$226K Buy
+1,094
New +$194K 0.03% 463

Other funds holding TWLO

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Portside Wealth Group's TWLO Position: Q3 2026 in Review

Portside Wealth Group reduced its Twilio (TWLO) stake by 12% in Q3 2026, selling an estimated $29.6K and leaving 964 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #425.

Portside Wealth Group first reported a position in TWLO in Q2 2026 and has held it in 2 quarters since. 569 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Portside Wealth Group held 964 shares of Twilio worth $282K as of Q3 2026.
  • Portside Wealth Group sold 130 Twilio shares in Q3 2026, an estimated $29.6K.
  • Twilio made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #425 holding.
  • Portside Wealth Group first reported a position in Twilio in Q2 2026 and has held it in 2 quarters since.
  • 569 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.