Personal CFO Solutions’s Twilio TWLO Stock Holding History

Personal CFO Solutions’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 Q3	–	Sell	-1,939	Closed	-$241K	–	524
2025 Q2	$241K	Buy	+1,939	New	+$206K	0.04%	402

Other funds holding TWLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Personal CFO Solutions's TWLO Position: Q3 2025 in Review

Personal CFO Solutions sold out of Twilio (TWLO) in Q3 2025, closing a stake of 1,939 shares — an estimated $241K sold.

Personal CFO Solutions first reported a position in TWLO in Q2 2025 and held it in 1 quarter. The position peaked at $241K in Q2 2025. 773 funds tracked by Wall St. Rank hold TWLO as of Q3 2025.

Personal CFO Solutions reported no remaining Twilio position as of Q3 2025 after selling out during the quarter.
Personal CFO Solutions sold 1,939 Twilio shares in Q3 2025, an estimated $241K.
Personal CFO Solutions first reported a position in Twilio in Q2 2025 and held it in 1 quarter.
Personal CFO Solutions's Twilio position peaked at $241K in Q2 2025.
773 funds tracked by Wall St. Rank held Twilio as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.