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Keener Financial Planning’s Twilio TWLO Stock Holding History

Keener Financial Planning’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
-1
Closed – – 196
2025
Q3 		$0 Hold
1
– – ﹤0.01% 228
2025
Q2 		$0 Hold
1
– – ﹤0.01% 218
2025
Q1 		$0 Hold
1
– – ﹤0.01% 198
2024
Q4 		$0 Hold
1
– – ﹤0.01% 195
2024
Q3 		$0 Buy
+1
New +$60 ﹤0.01% 193

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 $3.38T AUM 44.17% 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

Keener Financial Planning's TWLO Position: Q4 2025 in Review

Keener Financial Planning sold out of Twilio (TWLO) in Q4 2025, closing a stake of 1 share.

Keener Financial Planning first reported a position in TWLO in Q3 2024 and held it in 5 quarters. The position peaked at $0 in Q3 2025. 872 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Keener Financial Planning reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1 Twilio share in Q4 2025.
  • Keener Financial Planning first reported a position in Twilio in Q3 2024 and held it in 5 quarters.
  • Keener Financial Planning's Twilio position peaked at $0 in Q3 2025.
  • 872 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.