CreativeOne Wealth’s Twilio TWLO Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-1,718	Closed	-$244K	–	1259
2025 Q4	$244K	Buy	+1,718	New	+$213K	0.01%	1045
2025 Q3	–	Sell	-2,891	Closed	-$360K	–	1216
2025 Q2	$360K	Sell	2,891 -450	-13%	-$47.8K	0.01%	860
2025 Q1	$327K	Sell	3,341 -34	-1%	-$4.03K	0.01%	834
2024 Q4	$365K	Buy	+3,375	New	+$308K	0.01%	802

Other funds holding TWLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

CreativeOne Wealth's TWLO Position: Q1 2026 in Review

CreativeOne Wealth sold out of Twilio (TWLO) in Q1 2026, closing a stake of 1,718 shares — an estimated $244K sold.

CreativeOne Wealth first reported a position in TWLO in Q4 2024 and held it in 4 quarters. The position peaked at $365K in Q4 2024. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

CreativeOne Wealth reported no remaining Twilio position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 1,718 Twilio shares in Q1 2026, an estimated $244K.
CreativeOne Wealth first reported a position in Twilio in Q4 2024 and held it in 4 quarters.
CreativeOne Wealth's Twilio position peaked at $365K in Q4 2024.
814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.