Angeles Wealth Management
TOST icon

Angeles Wealth Management’s Toast TOST Stock Holding History

Angeles 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
Q3 		$646K Sell
22,295
-1,289
-5% -$41.5K 0.03% 218
2026
Q2 		$656K Sell
23,584
-365
-2% -$9.5K 0.03% 221
2026
Q1 		$635K Buy
23,949
+1,029
+4% +$30.7K 0.03% 192
2025
Q4 		$814K Buy
22,920
+124
+0.5% +$4.47K 0.04% 151
2025
Q3 		$832K Sell
22,796
-795
-3% -$34.5K 0.05% 133
2025
Q2 		$1.04M Buy
23,591
+15,001
+175% +$590K 0.07% 105
2025
Q1 		$285K Buy
+8,590
New +$322K 0.02% 226

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Angeles Wealth Management's TOST Position: Q3 2026 in Review

Angeles Wealth Management reduced its Toast (TOST) stake by 5.5% in Q3 2026, selling an estimated $41.5K and leaving 22,295 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #218.

Angeles Wealth Management first reported a position in TOST in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2025. 277 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Angeles Wealth Management held 22,295 shares of Toast worth $646K as of Q3 2026.
  • Angeles Wealth Management sold 1,289 Toast shares in Q3 2026, an estimated $41.5K.
  • Toast made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #218 holding.
  • Angeles Wealth Management first reported a position in Toast in Q1 2025 and has held it in 7 quarters since.
  • Angeles Wealth Management's Toast position peaked at $1.04M in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.