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TOST icon

Avion Wealth’s Toast TOST Stock Holding History

Avion Wealth’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 		$23K Sell
841
-66
-7% -$1.72K ﹤0.01% 365
2026
Q1 		$24K Buy
907
+307
+51% +$9.16K 0.01% 304
2025
Q4 		$21K Sell
600
-30
-5% -$1.08K ﹤0.01% 340
2025
Q3 		$23K Buy
630
+100
+19% +$4.34K ﹤0.01% 319
2025
Q2 		$23K Buy
530
+30
+6% +$1.18K 0.01% 296
2025
Q1 		$18K Hold
500
– – ﹤0.01% 303
2024
Q4 		$18K Sell
500
-100
-17% -$3.51K ﹤0.01% 303
2024
Q3 		$16K Hold
600
– – ﹤0.01% 296
2024
Q2 		$15K Buy
+600
New +$14.5K ﹤0.01% 270

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

Avion Wealth's TOST Position: Q2 2026 in Review

Avion Wealth reduced its Toast (TOST) stake by 7.3% in Q2 2026, selling an estimated $1.72K and leaving 841 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Avion Wealth first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. The position peaked at $24K in Q1 2026. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Avion Wealth held 841 shares of Toast worth $23K as of Q2 2026.
  • Avion Wealth sold 66 Toast shares in Q2 2026, an estimated $1.72K.
  • Toast made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #365 holding.
  • Avion Wealth first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
  • Avion Wealth's Toast position peaked at $24K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.