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Retirement Wealth Solutions’s Twilio TWLO Stock Holding History

Retirement Wealth 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
2026
Q3 		$9.36K Hold
32
– – ﹤0.01% 270
2026
Q2 		$6.6K Buy
32
+1
+3% +$177 ﹤0.01% 293
2026
Q1 		$3.9K Hold
31
– – ﹤0.01% 372
2025
Q4 		$4.41K Buy
31
+10
+48% +$1.24K ﹤0.01% 331
2025
Q3 		$2.1K Buy
+21
New +$2.36K ﹤0.01% 435

Other funds holding TWLO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Retirement Wealth Solutions's TWLO Position: Q3 2026 in Review

Retirement Wealth Solutions held its Twilio (TWLO) position steady in Q3 2026 at 32 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Retirement Wealth Solutions first reported a position in TWLO in Q3 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold TWLO as of Q3 2026.

  • Retirement Wealth Solutions held 32 shares of Twilio worth $9.36K as of Q3 2026.
  • Retirement Wealth Solutions left its Twilio share count unchanged in Q3 2026.
  • Twilio made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #270 holding.
  • Retirement Wealth Solutions first reported a position in Twilio in Q3 2025 and has held it in 5 quarters since.
  • 31 funds tracked by Wall St. Rank held Twilio as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.