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 Q2	$1.25K	Sell	45 -6	-12%	-$156	﹤0.01%	1995
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	–	2491
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%	2046

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's TOST Position: Q2 2026 in Review

Advisornet Financial reduced its Toast (TOST) stake by 12% in Q2 2026, selling an estimated $156 and leaving 45 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Advisornet Financial first reported a position in TOST in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.56K in Q3 2024. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Advisornet Financial held 45 shares of Toast worth $1.25K as of Q2 2026.
Advisornet Financial sold 6 Toast shares in Q2 2026, an estimated $156.
Toast made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1995 holding.
Advisornet Financial first reported a position in Toast in Q3 2022 and has held it in 13 quarters since.
Advisornet Financial's Toast position peaked at $1.56K in Q3 2024.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.