AWM
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Apollon Wealth Management’s Toast TOST Stock Holding History

Apollon 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 		$3.77M Buy
+135,683
New +$3.54M 0.05% 328
2024
Q1 		– Sell
-21,544
Closed -$393K – 1163
2023
Q4 		$393K Sell
21,544
-2,158
-9% -$35.4K 0.01% 736
2023
Q3 		$444K Buy
23,702
+2,998
+14% +$65.1K 0.02% 577
2023
Q2 		$467K Buy
20,704
+3
+0% +$60 0.02% 608
2023
Q1 		$367K Buy
20,701
+3,275
+19% +$64.6K 0.02% 621
2022
Q4 		$314K Sell
17,426
-4,024
-19% -$75.6K 0.02% 650
2022
Q3 		$359K Buy
+21,450
New +$372K 0.03% 541

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

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

Apollon Wealth Management opened a new position in Toast (TOST) in Q2 2026: 135,683 shares worth $3.77M. The stake represents 0.05% of the portfolio and ranks #328 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in TOST as recently as Q4 2023.

Apollon Wealth Management first reported a position in TOST in Q3 2022 and has held it in 7 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Apollon Wealth Management held 135,683 shares of Toast worth $3.77M as of Q2 2026.
  • Toast was a new Apollon Wealth Management position in Q2 2026.
  • Toast made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Apollon Wealth Management first reported a position in Toast in Q3 2022 and has held it in 7 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.