Atlas Wealth’s Twilio TWLO Stock Holding History

Atlas Wealth’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	-4,000	Closed	-$469K	–	117
2025 Q2	$469K	Hold	4,000	–	–	0.17%	69
2025 Q1	$392K	Hold	4,000	–	–	0.15%	66
2024 Q4	$432K	Buy	+4,000	New	+$366K	0.16%	63

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Atlas Wealth's TWLO Position: Q3 2025 in Review

Atlas Wealth sold out of Twilio (TWLO) in Q3 2025, closing a stake of 4,000 shares — an estimated $469K sold.

Atlas Wealth first reported a position in TWLO in Q4 2024 and held it in 3 quarters. The position peaked at $469K in Q2 2025. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Atlas Wealth reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Atlas Wealth sold 4,000 Twilio shares in Q3 2025, an estimated $469K.
Atlas Wealth first reported a position in Twilio in Q4 2024 and held it in 3 quarters.
Atlas Wealth's Twilio position peaked at $469K in Q2 2025.
775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

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