AWM
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
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

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Angeles Wealth Management's TOST Position: Q1 2026 in Review

Angeles Wealth Management increased its Toast (TOST) stake by 4.5% in Q1 2026, buying an estimated $30.7K and bringing the position to 23,949 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #192.

Angeles Wealth Management first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Angeles Wealth Management held 23,949 shares of Toast worth $635K as of Q1 2026.
  • Angeles Wealth Management bought 1,029 Toast shares in Q1 2026, an estimated $30.7K.
  • Toast made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #192 holding.
  • Angeles Wealth Management first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • Angeles Wealth Management's Toast position peaked at $1.04M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.