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Consolidated Planning Corp’s Twilio TWLO Stock Holding History

Consolidated Planning Corp’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
Q2 		– Sell
-42,943
Closed -$4.2M – 194
2025
Q1 		$4.2M Buy
+42,943
New +$5.09M 0.58% 61

Other funds holding TWLO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's TWLO Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Twilio (TWLO) in Q2 2025, closing a stake of 42,943 shares — an estimated $4.2M sold.

Consolidated Planning Corp first reported a position in TWLO in Q1 2025 and held it in 1 quarter. The position peaked at $4.2M in Q1 2025. 822 funds tracked by Wall St. Rank hold TWLO as of Q2 2025.

  • Consolidated Planning Corp reported no remaining Twilio position as of Q2 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 42,943 Twilio shares in Q2 2025, an estimated $4.2M.
  • Consolidated Planning Corp first reported a position in Twilio in Q1 2025 and held it in 1 quarter.
  • Consolidated Planning Corp's Twilio position peaked at $4.2M in Q1 2025.
  • 822 funds tracked by Wall St. Rank held Twilio as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.