BWM
TOST icon

Bluebird Wealth Management’s Toast TOST Stock Holding History

Bluebird 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 		$318K Hold
11,440
– – 0.28% 73
2026
Q1 		$303K Hold
11,440
– – 0.31% 66
2025
Q4 		$406K Buy
+11,440
New +$412K 0.38% 61

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

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

Bluebird Wealth Management held its Toast (TOST) position steady in Q2 2026 at 11,440 shares worth $318K. The position accounts for 0.28% of the portfolio, ranked #73.

Bluebird Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $406K in Q4 2025. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Bluebird Wealth Management held 11,440 shares of Toast worth $318K as of Q2 2026.
  • Bluebird Wealth Management left its Toast share count unchanged in Q2 2026.
  • Toast made up 0.28% of Bluebird Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Bluebird Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Bluebird Wealth Management's Toast position peaked at $406K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Bluebird Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.