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Pin Oak Investment Advisors’s Twilio TWLO Stock Holding History

Pin Oak Investment 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
Q4 		– Sell
-40
Closed -$4K – 517
2025
Q3 		$4K Hold
40
– – ﹤0.01% 449
2025
Q2 		$3K Hold
40
– – ﹤0.01% 412
2025
Q1 		$4K Hold
40
– – ﹤0.01% 390
2024
Q4 		$3K Hold
40
– – ﹤0.01% 418
2024
Q3 		$2K Hold
40
– – ﹤0.01% 441
2024
Q2 		$2K Hold
40
– – ﹤0.01% 435
2024
Q1 		$2K Hold
40
– – ﹤0.01% 434
2023
Q4 		$3K Hold
40
– – ﹤0.01% 423
2023
Q3 		$2K Hold
40
– – ﹤0.01% 439
2023
Q2 		$3K Buy
+40
New +$2.36K ﹤0.01% 413

Other funds holding TWLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pin Oak Investment Advisors's TWLO Position: Q4 2025 in Review

Pin Oak Investment Advisors sold out of Twilio (TWLO) in Q4 2025, closing a stake of 40 shares — an estimated $4K sold.

Pin Oak Investment Advisors first reported a position in TWLO in Q2 2023 and held it in 10 quarters. The position peaked at $4K in Q3 2025. 868 funds tracked by Wall St. Rank hold TWLO as of Q4 2025.

  • Pin Oak Investment Advisors reported no remaining Twilio position as of Q4 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 40 Twilio shares in Q4 2025, an estimated $4K.
  • Pin Oak Investment Advisors first reported a position in Twilio in Q2 2023 and held it in 10 quarters.
  • Pin Oak Investment Advisors's Twilio position peaked at $4K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held Twilio as of Q4 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.