Action Point Financial Planning’s Twilio TWLO Stock Holding History

Action Point 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
2026 Q2	$39.8K	Buy	+197	New	+$34.9K	﹤0.01%	897

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Action Point Financial Planning's TWLO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Twilio (TWLO) in Q2 2026: 197 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

958 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Action Point Financial Planning held 197 shares of Twilio worth $39.8K as of Q2 2026.
Twilio was a new Action Point Financial Planning position in Q2 2026.
Twilio made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #897 holding.
958 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.