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 Q2	$452K	Hold	16,260	–	–	0.07%	218
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

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

Annis Gardner Whiting Capital Advisors's TOST Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its Toast (TOST) position steady in Q2 2026 at 16,260 shares worth $452K. The position accounts for 0.07% of the portfolio, ranked #218.

Annis Gardner Whiting Capital Advisors first reported a position in TOST in Q3 2023 and has held it in 10 quarters since. The position peaked at $594K in Q3 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 16,260 shares of Toast worth $452K as of Q2 2026.
Annis Gardner Whiting Capital Advisors left its Toast share count unchanged in Q2 2026.
Toast made up 0.07% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #218 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Toast in Q3 2023 and has held it in 10 quarters since.
Annis Gardner Whiting Capital Advisors's Toast position peaked at $594K in Q3 2025.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.