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Compass Wealth Management’s Twilio TWLO Stock Holding History

Compass 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
2026
Q3 		$1.76K Buy
+6
New +$1.37K ﹤0.01% 397

Other funds holding TWLO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Compass Wealth Management's TWLO Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Twilio (TWLO) in Q3 2026: 6 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

546 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Compass Wealth Management held 6 shares of Twilio worth $1.76K as of Q3 2026.
  • Twilio was a new Compass Wealth Management position in Q3 2026.
  • Twilio made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #397 holding.
  • 546 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

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