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United Financial Planning Group’s Twist Bioscience TWST Stock Holding History

United Financial Planning Group’s Portfolio TWST Stock Details TWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25
Closed -$793 – 626
2025
Q4 		$793 Buy
+25
New +$780 ﹤0.01% 377

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AIM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

United Financial Planning Group's TWST Position: Q1 2026 in Review

United Financial Planning Group sold out of Twist Bioscience (TWST) in Q1 2026, closing a stake of 25 shares — an estimated $793 sold.

United Financial Planning Group first reported a position in TWST in Q4 2025 and held it in 1 quarter. The position peaked at $793 in Q4 2025. 281 funds tracked by Wall St. Rank hold TWST as of Q1 2026.

  • United Financial Planning Group reported no remaining Twist Bioscience position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 25 Twist Bioscience shares in Q1 2026, an estimated $793.
  • United Financial Planning Group first reported a position in Twist Bioscience in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Twist Bioscience position peaked at $793 in Q4 2025.
  • 281 funds tracked by Wall St. Rank held Twist Bioscience as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.