AWM
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Arista Wealth Management’s Toast TOST Stock Holding History

Arista 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 		$280K Sell
10,052
-317
-3% -$8.27K 0.03% 228
2026
Q1 		$275K Buy
10,369
+38
+0.4% +$1.13K 0.03% 216
2025
Q4 		$367K Buy
+10,331
New +$372K 0.05% 170

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

Arista Wealth Management reduced its Toast (TOST) stake by 3.1% in Q2 2026, selling an estimated $8.27K and leaving 10,052 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #228.

Arista Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Arista Wealth Management held 10,052 shares of Toast worth $280K as of Q2 2026.
  • Arista Wealth Management sold 317 Toast shares in Q2 2026, an estimated $8.27K.
  • Toast made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Arista Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Arista Wealth Management's Toast position peaked at $367K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.