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Avior Wealth Management’s Twilio TWLO Stock Holding History

Avior Wealth Management’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
-3,871
Closed -$387K – 780
2025
Q3 		$387K Sell
3,871
-1,512
-28% -$170K 0.01% 521
2025
Q2 		$669K Sell
5,383
-41
-0.8% -$4.36K 0.02% 370
2025
Q1 		$531K Buy
5,424
+638
+13% +$75.6K 0.02% 388
2024
Q4 		$517K Buy
4,786
+4,671
+4,062% +$427K 0.02% 438
2024
Q3 		$7.5K Buy
+115
New +$6.88K ﹤0.01% 1642
2024
Q2 		– Sell
-56
Closed -$3.42K – 3640
2024
Q1 		$3.42K Buy
+56
New +$3.69K ﹤0.01% 2175
2023
Q2 		– Sell
-100
Closed -$6.66K – 1671
2023
Q1 		$6.66K Hold
100
– – ﹤0.01% 1126
2022
Q4 		$4.9K Sell
100
-100
-50% -$5.69K ﹤0.01% 954
2022
Q3 		$13K Buy
200
+100
+100% +$7.99K ﹤0.01% 818
2022
Q2 		$8K Hold
100
– – ﹤0.01% 807
2022
Q1 		$16K Hold
100
– – ﹤0.01% 756
2021
Q4 		$26K Hold
100
– – ﹤0.01% 667
2021
Q3 		$31K Hold
100
– – ﹤0.01% 608
2021
Q2 		$39K Hold
100
– – ﹤0.01% 560
2021
Q1 		$34K Buy
+100
New +$37.5K ﹤0.01% 559
2020
Q4 		– Sell
-25
Closed -$6K – 1081
2020
Q3 		$6K Sell
25
-2,390
-99% -$589K ﹤0.01% 742
2020
Q2 		$529K Buy
2,415
+345
+17% +$55.4K 0.08% 224
2020
Q1 		$185K Hold
2,070
– – 0.04% 353
2019
Q4 		$203K Hold
2,070
– – 0.03% 370
2019
Q3 		$227K Hold
2,070
– – 0.04% 348
2019
Q2 		$282K Hold
2,070
– – 0.05% 309
2019
Q1 		$267K Buy
2,070
+360
+21% +$40.5K 0.06% 301
2018
Q4 		$152K Buy
+1,710
New +$139K 0.04% 369

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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's TWLO Position: Q4 2025 in Review

Avior Wealth Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 3,871 shares — an estimated $387K sold.

Avior Wealth Management first reported a position in TWLO in Q4 2018 and held it in 23 quarters. The position peaked at $669K in Q2 2025. 870 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Avior Wealth Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,871 Twilio shares in Q4 2025, an estimated $387K.
  • Avior Wealth Management first reported a position in Twilio in Q4 2018 and held it in 23 quarters.
  • Avior Wealth Management's Twilio position peaked at $669K in Q2 2025.
  • 870 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.