AWM
TWLO icon

AE Wealth Management’s Twilio TWLO Stock Holding History

AE 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
Q1 		$386K Buy
+3,071
New +$378K ﹤0.01% 1237
2025
Q3 		– Sell
-2,582
Closed -$321K – 2372
2025
Q2 		$321K Sell
2,582
-34
-1% -$3.62K ﹤0.01% 1092
2025
Q1 		$256K Buy
+2,616
New +$310K ﹤0.01% 1162
2024
Q1 		– Sell
-22,193
Closed -$1.6M – 1925
2023
Q4 		$1.6M Sell
22,193
-8,157
-27% -$508K 0.01% 980
2023
Q3 		$1.78M Buy
30,350
+10,688
+54% +$666K 0.01% 895
2023
Q2 		$1.25M Buy
19,662
+1,340
+7% +$79.1K 0.01% 1005
2023
Q1 		$1.22M Buy
18,322
+98
+0.5% +$6.04K 0.01% 967
2022
Q4 		$892K Buy
18,224
+366
+2% +$20.8K 0.01% 1037
2022
Q3 		$1.24M Sell
17,858
-45,314
-72% -$3.62M 0.01% 868
2022
Q2 		$5.29M Sell
63,172
-2,060
-3% -$230K 0.04% 400
2022
Q1 		$10.8M Buy
65,232
+22,049
+51% +$4.02M 0.07% 268
2021
Q4 		$11.4M Buy
43,183
+11,499
+36% +$3.44M 0.08% 240
2021
Q3 		$10.1M Sell
31,684
-136
-0.4% -$49.5K 0.08% 238
2021
Q2 		$12.5M Buy
31,820
+1,732
+6% +$601K 0.11% 186
2021
Q1 		$10.3M Buy
30,088
+2,944
+11% +$1.1M 0.1% 199
2020
Q4 		$9.19M Buy
27,144
+14,478
+114% +$4.52M 0.1% 196
2020
Q3 		$3.13M Sell
12,666
-6,441
-34% -$1.59M 0.04% 322
2020
Q2 		$4.19M Buy
19,107
+11,789
+161% +$1.89M 0.06% 255
2020
Q1 		$655K Sell
7,318
-18,500
-72% -$2.03M 0.02% 601
2019
Q4 		$2.54M Sell
25,818
-2,358
-8% -$241K 0.06% 291
2019
Q3 		$3.1M Buy
28,176
+1,565
+6% +$203K 0.09% 202
2019
Q2 		$3.63M Buy
+26,611
New +$3.54M 0.11% 162

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

AE Wealth Management's TWLO Position: Q1 2026 in Review

AE Wealth Management opened a new position in Twilio (TWLO) in Q1 2026: 3,071 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in TWLO as recently as Q2 2025.

AE Wealth Management first reported a position in TWLO in Q2 2019 and has held it in 22 quarters since. The position peaked at $12.5M in Q2 2021. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • AE Wealth Management held 3,071 shares of Twilio worth $386K as of Q1 2026.
  • Twilio was a new AE Wealth Management position in Q1 2026.
  • Twilio made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1237 holding.
  • AE Wealth Management first reported a position in Twilio in Q2 2019 and has held it in 22 quarters since.
  • AE Wealth Management's Twilio position peaked at $12.5M in Q2 2021.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.