SP
TWLO icon

Saranac Partners’s Twilio TWLO Stock Holding History

Saranac Partners’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 		– Sell
-1,703
Closed -$212K – 326
2025
Q2 		$212K Buy
+1,703
New +$181K 0.11% 65
2025
Q1 		– Sell
-5,110
Closed -$552K – 88
2024
Q4 		$552K Buy
+5,110
New +$467K 0.3% 44
2024
Q3 		– Sell
-5,110
Closed -$290K – 69
2024
Q2 		$290K Hold
5,110
– – 0.17% 62
2024
Q1 		$312K Hold
5,110
– – 0.19% 61
2023
Q4 		$388K Hold
5,110
– – 0.26% 58
2023
Q3 		$299K Hold
5,110
– – 0.17% 64
2023
Q2 		$325K Hold
5,110
– – 0.17% 63
2023
Q1 		$341K Buy
+5,110
New +$315K 0.2% 52

Other funds holding TWLO

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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