Aries Wealth Management’s Toast TOST Stock Holding History

Aries 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	$214K	Hold	7,710	–	–	0.04%	226
2026 Q1	$204K	Buy	7,710 +200	+3%	+$5.97K	0.04%	223
2025 Q4	$267K	Hold	7,510	–	–	0.06%	195
2025 Q3	$274K	Hold	7,510	–	–	0.06%	195
2025 Q2	$333K	Sell	7,510 -150	-2%	-$5.89K	0.09%	173
2025 Q1	$254K	Hold	7,660	–	–	0.07%	198
2024 Q4	$279K	Sell	7,660 -2,000	-21%	-$70.3K	0.08%	189
2024 Q3	$273K	Hold	9,660	–	–	0.08%	197
2024 Q2	$249K	Hold	9,660	–	–	0.08%	180
2024 Q1	$241K	Buy	+9,660	New	+$200K	0.08%	186

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $3.37T AUM 44.26% 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

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

Aries Wealth Management held its Toast (TOST) position steady in Q2 2026 at 7,710 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #226.

Aries Wealth Management first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $333K in Q2 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Aries Wealth Management held 7,710 shares of Toast worth $214K as of Q2 2026.
Aries Wealth Management left its Toast share count unchanged in Q2 2026.
Toast made up 0.04% of Aries Wealth Management's portfolio in Q2 2026, its #226 holding.
Aries Wealth Management first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
Aries Wealth Management's Toast position peaked at $333K in Q2 2025.
765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.