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AssuredPartners Investment Advisors’s Toast TOST Stock Holding History

AssuredPartners Investment 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 		– Sell
-11,344
Closed -$403K – 429
2025
Q4 		$403K Sell
11,344
-829
-7% -$29.9K 0.06% 238
2025
Q3 		$444K Sell
12,173
-526
-4% -$22.8K 0.1% 147
2025
Q2 		$562K Sell
12,699
-281
-2% -$11K 0.14% 115
2025
Q1 		$431K Buy
12,980
+9
+0.1% +$337 0.08% 213
2024
Q4 		$473K Buy
+12,971
New +$456K 0.09% 205

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

AssuredPartners Investment Advisors's TOST Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Toast (TOST) in Q1 2026, closing a stake of 11,344 shares — an estimated $403K sold.

AssuredPartners Investment Advisors first reported a position in TOST in Q4 2024 and held it in 5 quarters. The position peaked at $562K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 11,344 Toast shares in Q1 2026, an estimated $403K.
  • AssuredPartners Investment Advisors first reported a position in Toast in Q4 2024 and held it in 5 quarters.
  • AssuredPartners Investment Advisors's Toast position peaked at $562K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.