Beaumont Financial Advisors’s Toast TOST Stock Holding History

Beaumont Financial Advisors’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	$1.81M	Buy	65,005 +5	+0%	+$130	0.12%	114
2026 Q1	$1.72M	Hold	65,000	–	–	0.12%	109
2025 Q4	$2.31M	Hold	65,000	–	–	0.15%	87
2025 Q3	$2.37M	Hold	65,000	–	–	0.16%	85
2025 Q2	$2.88M	Sell	65,000 -16	-0%	-$629	0.21%	72
2025 Q1	$2.16M	Buy	65,016 +16	+0%	+$599	0.17%	85
2024 Q4	$2.37M	Sell	65,000 -35,000	-35%	-$1.23M	0.18%	81
2024 Q3	$2.83M	Sell	100,000 -3,026	-3%	-$76.7K	0.22%	66
2024 Q2	$2.65M	Hold	103,026	–	–	0.21%	70
2024 Q1	$2.57M	Hold	103,026	–	–	0.21%	69
2023 Q4	$1.88M	Hold	103,026	–	–	0.17%	84
2023 Q3	$1.93M	Buy	103,026 +3,026	+3%	+$65.7K	0.19%	76
2023 Q2	$2.26M	Hold	100,000	–	–	0.21%	73
2023 Q1	$1.77M	Hold	100,000	–	–	0.18%	85
2022 Q4	$1.8M	Hold	100,000	–	–	0.18%	86
2022 Q3	$1.67M	Hold	100,000	–	–	0.16%	89
2022 Q2	$1.29M	Hold	100,000	–	–	0.12%	108
2022 Q1	$2.17M	Buy	100,000 +85,000	+567%	+$1.92M	0.17%	104
2021 Q4	$521K	Buy	+15,000	New	+$694K	0.04%	205

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's TOST Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Toast (TOST) stake by 0.01% in Q2 2026, buying an estimated $130 and bringing the position to 65,005 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #114.

Beaumont Financial Advisors first reported a position in TOST in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q2 2025. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Beaumont Financial Advisors held 65,005 shares of Toast worth $1.81M as of Q2 2026.
Beaumont Financial Advisors bought 5 Toast shares in Q2 2026, an estimated $130.
Toast made up 0.12% of Beaumont Financial Advisors's portfolio in Q2 2026, its #114 holding.
Beaumont Financial Advisors first reported a position in Toast in Q4 2021 and has held it in 19 quarters since.
Beaumont Financial Advisors's Toast position peaked at $2.88M in Q2 2025.
767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.