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N.E.W. Advisory Services’s Twilio TWLO Stock Holding History

N.E.W. 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
-426
Closed -$42.6K – 930
2025
Q3 		$42.6K Hold
426
– – ﹤0.01% 338
2025
Q2 		$53K Hold
426
– – 0.01% 305
2025
Q1 		$41.7K Buy
+426
New +$50.5K ﹤0.01% 384

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
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 $3.37T AUM 44.26% 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

N.E.W. Advisory Services's TWLO Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Twilio (TWLO) in Q4 2025, closing a stake of 426 shares — an estimated $42.6K sold.

N.E.W. Advisory Services first reported a position in TWLO in Q1 2025 and held it in 3 quarters. The position peaked at $53K in Q2 2025. 869 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 426 Twilio shares in Q4 2025, an estimated $42.6K.
  • N.E.W. Advisory Services first reported a position in Twilio in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Twilio position peaked at $53K in Q2 2025.
  • 869 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.