1WM
TOST icon

1858 Wealth Management’s Toast TOST Stock Holding History

1858 Wealth Management’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$269K Hold
7,380
– – 0.19% 85
2025
Q2 		$327K Hold
7,380
– – 0.24% 76
2025
Q1 		$245K Hold
7,380
– – 0.21% 99
2024
Q4 		$269K Hold
7,380
– – 0.21% 97
2024
Q3 		$209K Buy
+7,380
New +$187K 0.17% 116

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1858 Wealth Management's TOST Position: Q3 2025 in Review

1858 Wealth Management held its Toast (TOST) position steady in Q3 2025 at 7,380 shares worth $269K. The position accounts for 0.19% of the portfolio, ranked #85.

1858 Wealth Management first reported a position in TOST in Q3 2024 and has held it in 5 quarters since. The position peaked at $327K in Q2 2025. 739 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • 1858 Wealth Management held 7,380 shares of Toast worth $269K as of Q3 2025.
  • 1858 Wealth Management left its Toast share count unchanged in Q3 2025.
  • Toast made up 0.19% of 1858 Wealth Management's portfolio in Q3 2025, its #85 holding.
  • 1858 Wealth Management first reported a position in Toast in Q3 2024 and has held it in 5 quarters since.
  • 1858 Wealth Management's Toast position peaked at $327K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.