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
2026 Q1	–	Sell	-2,079	Closed	-$296K	–	706
2025 Q4	$296K	Buy	+2,079	New	+$258K	0.02%	604
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arete Wealth Advisors's TWLO Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Twilio (TWLO) in Q1 2026, closing a stake of 2,079 shares — an estimated $296K sold.

Arete Wealth Advisors first reported a position in TWLO in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q4 2025. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

Arete Wealth Advisors reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 2,079 Twilio shares in Q1 2026, an estimated $296K.
Arete Wealth Advisors first reported a position in Twilio in Q4 2023 and held it in 5 quarters.
Arete Wealth Advisors's Twilio position peaked at $296K in Q4 2025.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.