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Cornerstone Planning Group’s Twilio TWLO Stock Holding History

Cornerstone Planning Group’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 		$29.7K Buy
162
+88
+119% +$15.6K ﹤0.01% 551
2026
Q1 		$14.5K Buy
74
+31
+72% +$3.81K ﹤0.01% 781
2025
Q4 		$5.84K Buy
43
+35
+438% +$4.33K ﹤0.01% 945
2025
Q3 		$455 Sell
8
-295
-97% -$33.2K ﹤0.01% 1502
2025
Q2 		$37.8K Hold
303
– – 0.01% 288
2025
Q1 		$26.4K Sell
303
-168
-36% -$19.9K 0.01% 352
2024
Q4 		$65.5K Hold
471
– – 0.02% 153
2024
Q3 		$33.6K Hold
471
– – 0.01% 232
2024
Q2 		$28.2K Sell
471
-2
-0.4% -$118 0.01% 274
2024
Q1 		$29.3K Sell
473
-3
-0.6% -$198 0.01% 244
2023
Q4 		$36.1K Hold
476
– – 0.01% 227
2023
Q3 		$27.9K Buy
476
+173
+57% +$10.8K 0.01% 263
2023
Q2 		$19.3K Buy
+303
New +$17.9K 0.01% 440
2022
Q4 		$16K Buy
+307
New +$17.5K 0.01% 486

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Cornerstone Planning Group's TWLO Position: Q2 2026 in Review

Cornerstone Planning Group increased its Twilio (TWLO) stake by 119% in Q2 2026, buying an estimated $15.6K and bringing the position to 162 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Cornerstone Planning Group first reported a position in TWLO in Q4 2022 and has held it in 14 quarters since. The position peaked at $65.5K in Q4 2024. 528 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Cornerstone Planning Group held 162 shares of Twilio worth $29.7K as of Q2 2026.
  • Cornerstone Planning Group bought 88 Twilio shares in Q2 2026, an estimated $15.6K.
  • Twilio made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #551 holding.
  • Cornerstone Planning Group first reported a position in Twilio in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Twilio position peaked at $65.5K in Q4 2024.
  • 528 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.