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Richards, Merrill & Peterson’s Twilio TWLO Stock Holding History

Richards, Merrill & Peterson’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
-1,675
Closed -$208K – 217
2025
Q2 		$208K Hold
1,675
– – 0.1% 156
2025
Q1 		$164K Buy
1,675
+900
+116% +$107K 0.09% 153
2024
Q4 		$83.8K Buy
+775
New +$70.8K 0.04% 201

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

Richards, Merrill & Peterson's TWLO Position: Q3 2025 in Review

Richards, Merrill & Peterson sold out of Twilio (TWLO) in Q3 2025, closing a stake of 1,675 shares — an estimated $208K sold.

Richards, Merrill & Peterson first reported a position in TWLO in Q4 2024 and held it in 3 quarters. The position peaked at $208K in Q2 2025. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Richards, Merrill & Peterson reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,675 Twilio shares in Q3 2025, an estimated $208K.
  • Richards, Merrill & Peterson first reported a position in Twilio in Q4 2024 and held it in 3 quarters.
  • Richards, Merrill & Peterson's Twilio position peaked at $208K in Q2 2025.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2025, filed 16 Oct 2025.