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Pinnacle Wealth Planning Services’s Twilio TWLO Stock Holding History

Pinnacle Wealth Planning Services’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 		$20K Buy
97
+17
+21% +$3.01K ﹤0.01% 1785
2026
Q1 		$10.1K Buy
80
+10
+14% +$1.23K ﹤0.01% 1996
2025
Q4 		$9.96K Buy
+70
New +$8.67K ﹤0.01% 2013
2021
Q1 		– Sell
-72
Closed -$24K – 1826
2020
Q4 		$24K Buy
+72
New +$22.5K 0.01% 1094

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

Pinnacle Wealth Planning Services's TWLO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Twilio (TWLO) stake by 21% in Q2 2026, buying an estimated $3.01K and bringing the position to 97 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Pinnacle Wealth Planning Services first reported a position in TWLO in Q4 2020 and has held it in 4 quarters since. The position peaked at $24K in Q4 2020. 966 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 97 shares of Twilio worth $20K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 Twilio shares in Q2 2026, an estimated $3.01K.
  • Twilio made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1785 holding.
  • Pinnacle Wealth Planning Services first reported a position in Twilio in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Twilio position peaked at $24K in Q4 2020.
  • 966 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.