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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
2019
Q4 		– Sell
-400
Closed -$3K – 1175
2019
Q3 		$3K Buy
+400
New +$51.9K ﹤0.01% 988

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

AE Wealth Management's TWLO Position: Q2 2026 in Review

AE Wealth Management increased its Twilio (TWLO) stake by 19% in Q2 2026, buying an estimated $102K and bringing the position to 3,646 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

AE Wealth Management first reported a position in TWLO in Q2 2019 and has held it in 23 quarters since. The position peaked at $12.5M in Q2 2021. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • AE Wealth Management held 3,646 shares of Twilio worth $752K as of Q2 2026.
  • AE Wealth Management bought 575 Twilio shares in Q2 2026, an estimated $102K.
  • Twilio made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1032 holding.
  • AE Wealth Management first reported a position in Twilio in Q2 2019 and has held it in 23 quarters since.
  • AE Wealth Management's Twilio position peaked at $12.5M in Q2 2021.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.