Aventura Private Wealth’s Twilio TWLO Stock Holding History

Aventura Private 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 Q4	–	Sell	-500	Closed	-$50K	–	899
2025 Q3	$50K	Buy	+500	New	+$56.3K	0.02%	291

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SHCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aventura Private Wealth's TWLO Position: Q4 2025 in Review

Aventura Private Wealth sold out of Twilio (TWLO) in Q4 2025, closing a stake of 500 shares — an estimated $50K sold.

Aventura Private Wealth first reported a position in TWLO in Q3 2025 and held it in 1 quarter. The position peaked at $50K in Q3 2025. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

Aventura Private Wealth reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
Aventura Private Wealth sold 500 Twilio shares in Q4 2025, an estimated $50K.
Aventura Private Wealth first reported a position in Twilio in Q3 2025 and held it in 1 quarter.
Aventura Private Wealth's Twilio position peaked at $50K in Q3 2025.
872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.