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Financial Gravity Asset Management’s Twilio TWLO Stock Holding History

Financial Gravity Asset 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
-283
Closed -$28.3K – 930
2025
Q3 		$28.3K Buy
+283
New +$31.9K 0.01% 367
2025
Q1 		$27.7K Buy
+283
New +$33.5K 0.01% 428
2019
Q4 		$29K Hold
300
– – 0.02% 882
2019
Q3 		$33K Hold
300
– – 0.03% 366
2019
Q2 		$41K Buy
+300
New +$39.9K 0.03% 358

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

Financial Gravity Asset Management's TWLO Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Twilio (TWLO) in Q4 2025, closing a stake of 283 shares — an estimated $28.3K sold.

Financial Gravity Asset Management first reported a position in TWLO in Q2 2019 and held it in 5 quarters. The position peaked at $41K in Q2 2019. 870 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 283 Twilio shares in Q4 2025, an estimated $28.3K.
  • Financial Gravity Asset Management first reported a position in Twilio in Q2 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's Twilio position peaked at $41K in Q2 2019.
  • 870 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.