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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
2020
Q4 		– Sell
-200
Closed -$49K – 1851
2020
Q3 		$49K Buy
+200
New +$49.3K ﹤0.01% 676

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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. 435 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.
  • 435 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.