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Atlantic Edge Private Wealth Management’s Toast TOST Stock Holding History

Atlantic Edge Private 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
2025
Q4 		– Sell
-175
Closed -$6.39K – 600
2025
Q3 		$6.39K Buy
+175
New +$7.6K ﹤0.01% 417

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Atlantic Edge Private Wealth Management's TOST Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of Toast (TOST) in Q4 2025, closing a stake of 175 shares — an estimated $6.39K sold.

Atlantic Edge Private Wealth Management first reported a position in TOST in Q3 2025 and held it in 1 quarter. The position peaked at $6.39K in Q3 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 175 Toast shares in Q4 2025, an estimated $6.39K.
  • Atlantic Edge Private Wealth Management first reported a position in Toast in Q3 2025 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Toast position peaked at $6.39K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.