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Concord Wealth Partners’s Twilio TWLO Stock Holding History

Concord Wealth Partners’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
-124
Closed -$15.4K – 884
2025
Q2 		$15.4K Buy
+124
New +$13.2K ﹤0.01% 494
2024
Q3 		– Sell
-11
Closed -$625 – 1025
2024
Q2 		$625 Hold
11
– – ﹤0.01% 751
2024
Q1 		$673 Hold
11
– – ﹤0.01% 805
2023
Q4 		$835 Sell
11
-39
-78% -$2.43K ﹤0.01% 767
2023
Q3 		$2.93K Sell
50
-54
-52% -$3.37K ﹤0.01% 807
2023
Q2 		$6.62K Buy
104
+40
+63% +$2.36K ﹤0.01% 662
2023
Q1 		$4.26K Sell
64
-662
-91% -$40.8K ﹤0.01% 696
2022
Q4 		$35.5K Buy
+726
New +$41.3K 0.01% 431
2022
Q3 		– Sell
-1,629
Closed -$137K – 1074
2022
Q2 		$137K Buy
1,629
+1,197
+277% +$134K 0.04% 217
2022
Q1 		$71K Sell
432
-71
-14% -$12.9K 0.02% 366
2021
Q4 		$132K Buy
503
+370
+278% +$111K 0.03% 264
2021
Q3 		$42K Sell
133
-217
-62% -$79K 0.02% 249
2021
Q2 		$138K Sell
350
-30
-8% -$10.4K 0.04% 183
2021
Q1 		$129K Buy
380
+368
+3,067% +$138K 0.04% 178
2020
Q4 		$4K Buy
+12
New +$3.75K ﹤0.01% 445

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 $3.38T AUM 44.17% 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

Concord Wealth Partners's TWLO Position: Q3 2025 in Review

Concord Wealth Partners sold out of Twilio (TWLO) in Q3 2025, closing a stake of 124 shares — an estimated $15.4K sold.

Concord Wealth Partners first reported a position in TWLO in Q4 2020 and held it in 15 quarters. The position peaked at $138K in Q2 2021. 775 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Concord Wealth Partners reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 124 Twilio shares in Q3 2025, an estimated $15.4K.
  • Concord Wealth Partners first reported a position in Twilio in Q4 2020 and held it in 15 quarters.
  • Concord Wealth Partners's Twilio position peaked at $138K in Q2 2021.
  • 775 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.