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Pinnacle Wealth Management’s Twilio TWLO Stock Holding History

Pinnacle Wealth 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
Q3 		– Sell
-16,303
Closed -$2.03M – 46
2025
Q2 		$2.03M Buy
16,303
+10,320
+172% +$1.1M 1.7% 27
2025
Q1 		$586K Buy
+5,983
New +$709K 0.66% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Pinnacle Wealth Management's TWLO Position: Q3 2025 in Review

Pinnacle Wealth Management sold out of Twilio (TWLO) in Q3 2025, closing a stake of 16,303 shares — an estimated $2.03M sold.

Pinnacle Wealth Management first reported a position in TWLO in Q1 2025 and held it in 2 quarters. The position peaked at $2.03M in Q2 2025. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

  • Pinnacle Wealth Management reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 16,303 Twilio shares in Q3 2025, an estimated $2.03M.
  • Pinnacle Wealth Management first reported a position in Twilio in Q1 2025 and held it in 2 quarters.
  • Pinnacle Wealth Management's Twilio position peaked at $2.03M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Pinnacle Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.