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Wealthspire Advisors (New York)’s Twilio TWLO Stock Holding History

Wealthspire Advisors (New York)’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
-288
Closed -$28.8K – 2765
2025
Q3 		$28.8K Buy
+288
New +$32.4K ﹤0.01% 1484
2021
Q4 		– Sell
-1,126
Closed -$359K – 626
2021
Q3 		$359K Buy
+1,126
New +$410K 0.01% 425

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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

Wealthspire Advisors (New York)'s TWLO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Twilio (TWLO) in Q4 2025, closing a stake of 288 shares — an estimated $28.8K sold.

Wealthspire Advisors (New York) first reported a position in TWLO in Q3 2021 and held it in 2 quarters. The position peaked at $359K in Q3 2021. 869 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 288 Twilio shares in Q4 2025, an estimated $28.8K.
  • Wealthspire Advisors (New York) first reported a position in Twilio in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Twilio position peaked at $359K in Q3 2021.
  • 869 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.