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Carolina Wealth Advisors’s Twilio TWLO Stock Holding History

Carolina Wealth Advisors’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
-178
Closed -$22.1K – 293
2025
Q2 		$22.1K Sell
178
-3,468
-95% -$369K 0.01% 116
2025
Q1 		$357K Sell
3,646
-5,381
-60% -$638K 0.19% 50
2024
Q4 		$976K Buy
9,027
+208
+2% +$19K 0.53% 24
2024
Q3 		$575K Sell
8,819
-807
-8% -$48.3K 0.29% 47
2024
Q2 		$547K Buy
9,626
+1,001
+12% +$59.1K 0.27% 49
2024
Q1 		$527K Buy
8,625
+28
+0.3% +$1.84K 0.29% 49
2023
Q4 		$652K Sell
8,597
-147
-2% -$9.16K 0.34% 38
2023
Q3 		$512K Buy
8,744
+549
+7% +$34.2K 0.29% 58
2023
Q2 		$521K Buy
8,195
+545
+7% +$32.2K 0.31% 41
2023
Q1 		$510K Buy
+7,650
New +$472K 0.3% 45

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

Carolina Wealth Advisors's TWLO Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Twilio (TWLO) in Q3 2025, closing a stake of 178 shares — an estimated $22.1K sold.

Carolina Wealth Advisors first reported a position in TWLO in Q1 2023 and held it in 10 quarters. The position peaked at $976K in Q4 2024. 776 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 178 Twilio shares in Q3 2025, an estimated $22.1K.
  • Carolina Wealth Advisors first reported a position in Twilio in Q1 2023 and held it in 10 quarters.
  • Carolina Wealth Advisors's Twilio position peaked at $976K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.