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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
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

Pinnacle Wealth Planning Services's TWLO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Twilio (TWLO) stake by 14% in Q1 2026, buying an estimated $1.23K and bringing the position to 80 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Pinnacle Wealth Planning Services first reported a position in TWLO in Q4 2020 and has held it in 3 quarters since. The position peaked at $24K in Q4 2020. 814 funds tracked by Wall St. Rank hold TWLO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 80 shares of Twilio worth $10.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 10 Twilio shares in Q1 2026, an estimated $1.23K.
  • Twilio made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1996 holding.
  • Pinnacle Wealth Planning Services first reported a position in Twilio in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Twilio position peaked at $24K in Q4 2020.
  • 814 funds tracked by Wall St. Rank held Twilio as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.