RMR Wealth Builders
TWLO icon

RMR Wealth Builders’s Twilio TWLO Stock Holding History

RMR Wealth Builders’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
2026
Q3 		$2.9M Buy
9,933
+11
+0.1% +$2.51K 0.17% 80
2026
Q2 		$2.05M Sell
9,922
-495
-5% -$87.8K 0.13% 86
2026
Q1 		$1.31M Hold
10,417
– – 0.1% 103
2025
Q4 		$1.48M Hold
10,417
– – 0.12% 92
2025
Q3 		$1.04M Buy
10,417
+26
+0.3% +$2.93K 0.09% 104
2025
Q2 		$1.29M Sell
10,391
-4
-0% -$425 0.12% 99
2025
Q1 		$1.02M Buy
10,395
+4
+0% +$474 0.11% 105
2024
Q4 		$1.12M Hold
10,391
– – 0.12% 101
2024
Q3 		$678K Hold
10,391
– – 0.07% 126
2024
Q2 		$590K Hold
10,391
– – 0.07% 142
2024
Q1 		$635K Hold
10,391
– – 0.08% 129
2023
Q4 		$788K Hold
10,391
– – 0.11% 103
2023
Q3 		$608K Hold
10,391
– – 0.1% 118
2023
Q2 		$661K Buy
10,391
+2,776
+36% +$164K 0.11% 92
2023
Q1 		$507K Buy
7,615
+50
+0.7% +$3.08K 0.1% 105
2022
Q4 		$370K Hold
7,565
– – 0.08% 125
2022
Q3 		$523K Buy
7,565
+4,845
+178% +$387K 0.13% 89
2022
Q2 		$228K Buy
+2,720
New +$304K 0.06% 169
2021
Q4 		– Sell
-820
Closed -$262K – 199
2021
Q3 		$262K Hold
820
– – 0.08% 155
2021
Q2 		$323K Sell
820
-17
-2% -$5.9K 0.11% 130
2021
Q1 		$285K Buy
837
+17
+2% +$6.37K 0.07% 140
2020
Q4 		$278K Sell
820
-65
-7% -$20.3K 0.14% 116
2020
Q3 		$219K Buy
885
+65
+8% +$16K 0.06% 190
2020
Q2 		$180K Buy
+820
New +$132K 0.16% 120
2019
Q4 		$81K Buy
+820
New +$83.7K 0.08% 192

Other funds holding TWLO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

RMR Wealth Builders's TWLO Position: Q3 2026 in Review

RMR Wealth Builders increased its Twilio (TWLO) stake by 0.11% in Q3 2026, buying an estimated $2.51K and bringing the position to 9,933 shares worth $2.9M. The position accounts for 0.17% of the portfolio, ranked #80.

RMR Wealth Builders first reported a position in TWLO in Q4 2019 and has held it in 25 quarters since. 449 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • RMR Wealth Builders held 9,933 shares of Twilio worth $2.9M as of Q3 2026.
  • RMR Wealth Builders bought 11 Twilio shares in Q3 2026, an estimated $2.51K.
  • Twilio made up 0.17% of RMR Wealth Builders's portfolio in Q3 2026, its #80 holding.
  • RMR Wealth Builders first reported a position in Twilio in Q4 2019 and has held it in 25 quarters since.
  • 449 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.