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Todd Wealth Management’s Twilio TWLO Stock Holding History

Todd Wealth Management’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 		$806K Sell
2,757
-56
-2% -$12.8K 0.62% 40
2026
Q2 		$580K Sell
2,813
-20
-0.7% -$3.55K 0.44% 54
2026
Q1 		$356K Sell
2,833
-104
-4% -$12.8K 0.32% 67
2025
Q4 		$418K Buy
+2,937
New +$364K 0.38% 61

Other funds holding TWLO

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Todd Wealth Management's TWLO Position: Q3 2026 in Review

Todd Wealth Management reduced its Twilio (TWLO) stake by 2% in Q3 2026, selling an estimated $12.8K and leaving 2,757 shares worth $806K. The position accounts for 0.62% of the portfolio, ranked #40.

Todd Wealth Management first reported a position in TWLO in Q4 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Todd Wealth Management held 2,757 shares of Twilio worth $806K as of Q3 2026.
  • Todd Wealth Management sold 56 Twilio shares in Q3 2026, an estimated $12.8K.
  • Twilio made up 0.62% of Todd Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Todd Wealth Management first reported a position in Twilio in Q4 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.