Annis Gardner Whiting Capital Advisors’s Toast TOST Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$431K	Hold	16,260	–	–	0.07%	209
2025 Q4	$577K	Hold	16,260	–	–	0.11%	166
2025 Q3	$594K	Buy	+16,260	New	+$706K	0.12%	144
2025 Q1	–	Sell	-11,620	Closed	-$424K	–	821
2024 Q4	$424K	Buy	11,620 +3,720	+47%	+$131K	0.12%	143
2024 Q3	$224K	Hold	7,900	–	–	0.06%	201
2024 Q2	$204K	Buy	7,900 +3,795	+92%	+$91.7K	0.06%	212
2024 Q1	$102K	Hold	4,105	–	–	0.04%	276
2023 Q4	$75K	Buy	4,105 +2,105	+105%	+$34.5K	0.03%	256
2023 Q3	$37.5K	Buy	+2,000	New	+$43.4K	0.02%	314

Other funds holding TOST

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

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

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

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 New York $1.56T 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 $3.37T AUM 44.26% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's TOST Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Toast (TOST) position steady in Q1 2026 at 16,260 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #209.

Annis Gardner Whiting Capital Advisors first reported a position in TOST in Q3 2023 and has held it in 9 quarters since. The position peaked at $594K in Q3 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 16,260 shares of Toast worth $431K as of Q1 2026.
Annis Gardner Whiting Capital Advisors left its Toast share count unchanged in Q1 2026.
Toast made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #209 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Toast in Q3 2023 and has held it in 9 quarters since.
Annis Gardner Whiting Capital Advisors's Toast position peaked at $594K in Q3 2025.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.