AWM
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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
Q2 		$656K Sell
23,584
-365
-2% -$9.52K 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

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

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

Angeles Wealth Management reduced its Toast (TOST) stake by 1.5% in Q2 2026, selling an estimated $9.52K and leaving 23,584 shares worth $656K. The position accounts for 0.03% of the portfolio, ranked #221.

Angeles Wealth Management first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Angeles Wealth Management held 23,584 shares of Toast worth $656K as of Q2 2026.
  • Angeles Wealth Management sold 365 Toast shares in Q2 2026, an estimated $9.52K.
  • Toast made up 0.03% of Angeles Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Angeles Wealth Management first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Angeles Wealth Management's Toast position peaked at $1.04M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.