AE Wealth Management
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
Q3 		$1.3M Buy
4,454
+808
+22% +$184K 0.01% 842
2026
Q2 		$752K Buy
3,646
+575
+19% +$102K ﹤0.01% 1032
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

AE Wealth Management increased its Twilio (TWLO) stake by 22% in Q3 2026, buying an estimated $184K and bringing the position to 4,454 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #842.

AE Wealth Management first reported a position in TWLO in Q2 2019 and has held it in 24 quarters since. The position peaked at $12.5M in Q2 2021. 789 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • AE Wealth Management held 4,454 shares of Twilio worth $1.3M as of Q3 2026.
  • AE Wealth Management bought 808 Twilio shares in Q3 2026, an estimated $184K.
  • Twilio made up 0.01% of AE Wealth Management's portfolio in Q3 2026, its #842 holding.
  • AE Wealth Management first reported a position in Twilio in Q2 2019 and has held it in 24 quarters since.
  • AE Wealth Management's Twilio position peaked at $12.5M in Q2 2021.
  • 789 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.