Advisornet Financial’s Toast TOST Stock Holding History

Advisornet Financial’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 Q1	$1.35K	Buy	51 +23	+82%	+$686	﹤0.01%	1968
2025 Q4	$994	Buy	28 +25	+833%	+$901	﹤0.01%	1998
2025 Q3	$110	Hold	3	–	–	﹤0.01%	2185
2025 Q2	$133	Sell	3 -32	-91%	-$1.26K	﹤0.01%	2165
2025 Q1	$1.16K	Buy	35 +24	+218%	+$899	﹤0.01%	1872
2024 Q4	$401	Sell	11 -44	-80%	-$1.55K	﹤0.01%	1812
2024 Q3	$1.56K	Buy	55 +5	+10%	+$127	﹤0.01%	1828
2024 Q2	$1.29K	Hold	50	–	–	﹤0.01%	1742
2024 Q1	$1.25K	Buy	+50	New	+$1.03K	﹤0.01%	1707
2023 Q2	–	Sell	-10	Closed	-$178	–	2495
2023 Q1	$178	Buy	10 +5	+100%	+$99	﹤0.01%	2264
2022 Q4	$90	Hold	5	–	–	﹤0.01%	2302
2022 Q3	$0	Buy	+5	New	+$87	﹤0.01%	2050

Other funds holding TOST

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return