AWM
TOST icon

Activest Wealth Management’s Toast TOST Stock Holding History

Activest 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
2026
Q2 		$195 Buy
+7
New +$183 ﹤0.01% 1170
2025
Q4 		– Sell
-326
Closed -$11.9K – 1299
2025
Q3 		$11.9K Buy
326
+313
+2,408% +$13.6K ﹤0.01% 467
2025
Q2 		$576 Buy
+13
New +$511 ﹤0.01% 846

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's TOST Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Toast (TOST) in Q2 2026: 7 shares worth $195. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in TOST as recently as Q3 2025.

Activest Wealth Management first reported a position in TOST in Q2 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q3 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Activest Wealth Management held 7 shares of Toast worth $195 as of Q2 2026.
  • Toast was a new Activest Wealth Management position in Q2 2026.
  • Toast made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1170 holding.
  • Activest Wealth Management first reported a position in Toast in Q2 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Toast position peaked at $11.9K in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.