AWM
TOST icon

Avondale Wealth Management’s Toast TOST Stock Holding History

Avondale 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 		$421K Hold
15,124
– – 0.17% 46
2026
Q1 		$401K Buy
+15,124
New +$451K 0.2% 50
2023
Q2 		– Sell
-10,231
Closed -$182K – 134
2023
Q1 		$182K Hold
10,231
– – 0.16% 45
2022
Q4 		$184K Hold
10,231
– – 0.16% 36
2022
Q3 		$171K Buy
+10,231
New +$177K 0.19% 38

Other funds holding TOST

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Avondale Wealth Management held its Toast (TOST) position steady in Q2 2026 at 15,124 shares worth $421K. The position accounts for 0.17% of the portfolio, ranked #46.

Avondale Wealth Management first reported a position in TOST in Q3 2022 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Avondale Wealth Management held 15,124 shares of Toast worth $421K as of Q2 2026.
  • Avondale Wealth Management left its Toast share count unchanged in Q2 2026.
  • Toast made up 0.17% of Avondale Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Avondale Wealth Management first reported a position in Toast in Q3 2022 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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