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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's TOST Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Toast (TOST) stake by 54% in Q1 2026, buying an estimated $105K and bringing the position to 9,962 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Arkadios Wealth Advisors first reported a position in TOST in Q3 2021 and has held it in 4 quarters since. The position peaked at $271K in Q3 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Arkadios Wealth Advisors held 9,962 shares of Toast worth $264K as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,510 Toast shares in Q1 2026, an estimated $105K.
  • Toast made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1420 holding.
  • Arkadios Wealth Advisors first reported a position in Toast in Q3 2021 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Toast position peaked at $271K in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.