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Arkadios Wealth Advisors’s Toast TOST Stock Holding History

Arkadios Wealth 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 		$202K Sell
7,251
-2,711
-27% -$70.7K ﹤0.01% 1637
2026
Q1 		$264K Buy
9,962
+3,510
+54% +$105K ﹤0.01% 1420
2025
Q4 		$229K Sell
6,452
-982
-13% -$35.4K ﹤0.01% 1384
2025
Q3 		$271K Buy
+7,434
New +$323K 0.01% 1197
2021
Q4 		– Sell
-694
Closed -$34K – 1675
2021
Q3 		$34K Buy
+694
New +$37.9K ﹤0.01% 1025

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

Arkadios Wealth Advisors's TOST Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Toast (TOST) stake by 27% in Q2 2026, selling an estimated $70.7K and leaving 7,251 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Arkadios Wealth Advisors first reported a position in TOST in Q3 2021 and has held it in 5 quarters since. The position peaked at $271K in Q3 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Arkadios Wealth Advisors held 7,251 shares of Toast worth $202K as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,711 Toast shares in Q2 2026, an estimated $70.7K.
  • Toast made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1637 holding.
  • Arkadios Wealth Advisors first reported a position in Toast in Q3 2021 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Toast position peaked at $271K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.