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Ameritas Advisory Services’s Twilio TWLO Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-50
Closed -$5K – 2027
2025
Q3 		$5K Sell
50
-678
-93% -$76.3K ﹤0.01% 1836
2025
Q2 		$90.5K Buy
+728
New +$77.4K ﹤0.01% 1033
2023
Q2 		– Sell
-565
Closed -$32.3K – 2369
2023
Q1 		$32.3K Buy
+565
New +$34.9K ﹤0.01% 1429

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's TWLO Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Twilio (TWLO) in Q4 2025, closing a stake of 50 shares — an estimated $5K sold.

Ameritas Advisory Services first reported a position in TWLO in Q1 2023 and held it in 3 quarters. The position peaked at $90.5K in Q2 2025. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 50 Twilio shares in Q4 2025, an estimated $5K.
  • Ameritas Advisory Services first reported a position in Twilio in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Twilio position peaked at $90.5K in Q2 2025.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.