AWM
TOST icon

Avior Wealth Management’s Toast TOST Stock Holding History

Avior 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
2026
Q2 		– Sell
-9,208
Closed -$244K – 887
2026
Q1 		$244K Buy
9,208
+2,140
+30% +$63.9K 0.01% 745
2025
Q4 		$251K Buy
7,068
+533
+8% +$19.2K 0.01% 659
2025
Q3 		$239K Sell
6,535
-3,991
-38% -$173K 0.01% 655
2025
Q2 		$466K Buy
+10,526
New +$414K 0.02% 449
2025
Q1 		– Sell
-216
Closed -$7.87K – 2199
2024
Q4 		$7.87K Buy
216
+111
+106% +$3.9K ﹤0.01% 1700
2024
Q3 		$2.97K Hold
105
– – ﹤0.01% 1902
2024
Q2 		$2.71K Sell
105
-169
-62% -$4.08K ﹤0.01% 1884
2024
Q1 		$6.83K Sell
274
-35
-11% -$725 ﹤0.01% 1987
2023
Q4 		$5.64K Hold
309
– – ﹤0.01% 1114
2023
Q3 		$5.79K Buy
309
+75
+32% +$1.63K ﹤0.01% 1149
2023
Q2 		$5.28K Hold
234
– – ﹤0.01% 1152
2023
Q1 		$4.15K Buy
234
+199
+569% +$3.92K ﹤0.01% 1252
2022
Q4 		$631 Hold
35
– – ﹤0.01% 1160
2022
Q3 		$0 Hold
35
– – ﹤0.01% 1286
2022
Q2 		$0 Hold
35
– – ﹤0.01% 1222
2022
Q1 		$0 Hold
35
– – ﹤0.01% 1236
2021
Q4 		$1K Buy
+35
New +$1.62K ﹤0.01% 1058

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

Avior Wealth Management's TOST Position: Q2 2026 in Review

Avior Wealth Management sold out of Toast (TOST) in Q2 2026, closing a stake of 9,208 shares — an estimated $244K sold.

Avior Wealth Management first reported a position in TOST in Q4 2021 and held it in 17 quarters. The position peaked at $466K in Q2 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Avior Wealth Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 9,208 Toast shares in Q2 2026, an estimated $244K.
  • Avior Wealth Management first reported a position in Toast in Q4 2021 and held it in 17 quarters.
  • Avior Wealth Management's Toast position peaked at $466K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.