Avantax Advisory Services’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
15,604
+5,783
+59% +$227K ﹤0.01% 1389
2025
Q1
$326K Buy
9,821
+839
+9% +$31.4K ﹤0.01% 1779
2024
Q4
$327K Sell
8,982
-4,093
-31% -$144K ﹤0.01% 1726
2024
Q3
$370K Buy
13,075
+235
+2% +$5.96K ﹤0.01% 1611
2024
Q2
$331K Sell
12,840
-1,409
-10% -$34.1K ﹤0.01% 1629
2024
Q1
$355K Buy
+14,249
New +$295K ﹤0.01% 1212

Other funds holding TOST

Avantax Advisory Services's TOST Position: Q2 2025 in Review

Avantax Advisory Services increased its Toast (TOST) stake by 59% in Q2 2025, buying an estimated $227K and bringing the position to 15,604 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Avantax Advisory Services first reported a position in TOST in Q1 2024 and has held it in 6 quarters since. 750 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

  • Avantax Advisory Services held 15,604 shares of Toast worth $691K as of Q2 2025.
  • Avantax Advisory Services bought 5,783 Toast shares in Q2 2025, an estimated $227K.
  • Toast made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1389 holding.
  • Avantax Advisory Services first reported a position in Toast in Q1 2024 and has held it in 6 quarters since.
  • 750 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.