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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Twilio TWLO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-20
Closed -$2K – 602
2025
Q3 		$2K Buy
+20
New +$2.25K ﹤0.01% 482
2023
Q2 		– Sell
-16
Closed -$1.07K – 325
2023
Q1 		$1.07K Buy
+16
New +$987 ﹤0.01% 294

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 $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TWLO Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Twilio (TWLO) in Q4 2025, closing a stake of 20 shares — an estimated $2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TWLO in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q3 2025. 869 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 20 Twilio shares in Q4 2025, an estimated $2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Twilio in Q1 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Twilio position peaked at $2K in Q3 2025.
  • 869 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.