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 Q2	$242K	Buy	+1,174	New	+$208K	0.01%	1090
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CreativeOne Wealth's TWLO Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Twilio (TWLO) in Q2 2026: 1,174 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in TWLO as recently as Q4 2025.

CreativeOne Wealth first reported a position in TWLO in Q4 2024 and has held it in 5 quarters since. The position peaked at $365K in Q4 2024. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

CreativeOne Wealth held 1,174 shares of Twilio worth $242K as of Q2 2026.
Twilio was a new CreativeOne Wealth position in Q2 2026.
Twilio made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1090 holding.
CreativeOne Wealth first reported a position in Twilio in Q4 2024 and has held it in 5 quarters since.
CreativeOne Wealth's Twilio position peaked at $365K in Q4 2024.
966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.