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Valeo Financial Advisors’s Twilio TWLO Stock Holding History

Valeo Financial 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 		$492K Buy
+2,382
New +$422K 0.01% 455
2022
Q2 		– Sell
-2,624
Closed -$432K – 646
2022
Q1 		$432K Buy
2,624
+580
+28% +$106K 0.02% 360
2021
Q4 		$538K Buy
2,044
+745
+57% +$223K 0.03% 287
2021
Q3 		$414K Buy
1,299
+629
+94% +$229K 0.02% 341
2021
Q2 		$264K Sell
670
-60
-8% -$20.8K 0.02% 384
2021
Q1 		$249K Sell
730
-391
-35% -$146K 0.01% 393
2020
Q4 		$379K Buy
1,121
+458
+69% +$143K 0.02% 288
2020
Q3 		$164K Sell
663
-373
-36% -$92K 0.01% 361
2020
Q2 		$227K Sell
1,036
-374
-27% -$60.1K 0.02% 295
2020
Q1 		$134K Buy
1,410
+174
+14% +$19.1K 0.01% 360
2019
Q4 		$121K Buy
1,236
+550
+80% +$56.2K 0.01% 424
2019
Q3 		$75K Buy
686
+404
+143% +$52.4K 0.01% 497
2019
Q2 		$38K Buy
282
+102
+57% +$13.6K ﹤0.01% 681
2019
Q1 		$23K Buy
+180
New +$20.3K ﹤0.01% 754
2018
Q4 		– Sell
-50
Closed -$4K – 1725
2018
Q3 		$4K Hold
50
– – ﹤0.01% 1298
2018
Q2 		$4K Sell
50
-105
-68% -$5.2K ﹤0.01% 1211
2018
Q1 		$6K Sell
155
-25
-14% -$792 ﹤0.01% 1098
2017
Q4 		$4K Buy
180
+100
+125% +$2.81K ﹤0.01% 1083
2017
Q3 		$2K Buy
+80
New +$2.4K ﹤0.01% 1047

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Valeo Financial Advisors's TWLO Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Twilio (TWLO) in Q2 2026: 2,382 shares worth $492K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TWLO as recently as Q1 2022.

Valeo Financial Advisors first reported a position in TWLO in Q3 2017 and has held it in 19 quarters since. The position peaked at $538K in Q4 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Valeo Financial Advisors held 2,382 shares of Twilio worth $492K as of Q2 2026.
  • Twilio was a new Valeo Financial Advisors position in Q2 2026.
  • Twilio made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #455 holding.
  • Valeo Financial Advisors first reported a position in Twilio in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Twilio position peaked at $538K in Q4 2021.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.