AWA
TWLO icon

Arete Wealth Advisors’s Twilio TWLO Stock Holding History

Arete Wealth 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
2025
Q3 		– Sell
-2,171
Closed -$270K – 811
2025
Q2 		$270K Sell
2,171
-145
-6% -$15.4K 0.02% 597
2025
Q1 		$227K Buy
2,316
+22
+1% +$2.61K 0.02% 630
2024
Q4 		$248K Buy
+2,294
New +$210K 0.02% 620
2024
Q1 		– Sell
-3,273
Closed -$248K – 708
2023
Q4 		$248K Buy
+3,273
New +$204K 0.02% 598

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arete Wealth Advisors's TWLO Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Twilio (TWLO) in Q3 2025, closing a stake of 2,171 shares — an estimated $270K sold.

Arete Wealth Advisors first reported a position in TWLO in Q4 2023 and held it in 4 quarters. The position peaked at $270K in Q2 2025. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Arete Wealth Advisors reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,171 Twilio shares in Q3 2025, an estimated $270K.
  • Arete Wealth Advisors first reported a position in Twilio in Q4 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Twilio position peaked at $270K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.