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Holistic Planning’s Twilio TWLO Stock Holding History

Holistic 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
Q2 		$304K Buy
+1,475
New +$261K 0.05% 274

Other funds holding TWLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Holistic Planning's TWLO Position: Q2 2026 in Review

Holistic Planning opened a new position in Twilio (TWLO) in Q2 2026: 1,475 shares worth $304K. The stake represents 0.05% of the portfolio and ranks #274 among its holdings.

960 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Holistic Planning held 1,475 shares of Twilio worth $304K as of Q2 2026.
  • Twilio was a new Holistic Planning position in Q2 2026.
  • Twilio made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #274 holding.
  • 960 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.