Planning Strategies Inc.’s Twilio TWLO Stock Holding History

Planning Strategies Inc.’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	$1.86K	Buy	+9	New	+$1.6K	﹤0.01%	609

Other funds holding TWLO

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

Planning Strategies Inc.'s TWLO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Twilio (TWLO) in Q2 2026: 9 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

295 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Planning Strategies Inc. held 9 shares of Twilio worth $1.86K as of Q2 2026.
Twilio was a new Planning Strategies Inc. position in Q2 2026.
Twilio made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #609 holding.
295 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.