Comprehensive Financial Planning’s Twilio TWLO Stock Holding History

Comprehensive 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 Q3	$288K	Buy	+986	New	+$225K	0.16%	89

Other funds holding TWLO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Comprehensive Financial Planning's TWLO Position: Q3 2026 in Review

Comprehensive Financial Planning opened a new position in Twilio (TWLO) in Q3 2026: 986 shares worth $288K. The stake represents 0.16% of the portfolio and ranks #89 among its holdings.

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

Comprehensive Financial Planning held 986 shares of Twilio worth $288K as of Q3 2026.
Twilio was a new Comprehensive Financial Planning position in Q3 2026.
Twilio made up 0.16% of Comprehensive Financial Planning's portfolio in Q3 2026, its #89 holding.
642 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Comprehensive Financial Planning's 13F filing for Q3 2026, filed 27 Oct 2026.