Bogart Wealth LLC’s Toast TOST Stock Holding History

Bogart Wealth LLC’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 Q1	$72.6K	Buy	2,740 +135	+5%	+$4.03K	﹤0.01%	419
2025 Q4	$92.5K	Buy	2,605 +3	+0.1%	+$108	﹤0.01%	352
2025 Q3	$95K	Buy	2,602 +13	+0.5%	+$564	﹤0.01%	336
2025 Q2	$115K	Buy	2,589 +16	+0.6%	+$629	﹤0.01%	318
2025 Q1	$85.3K	Sell	2,573 -14	-0.5%	-$524	﹤0.01%	325
2024 Q4	$94.3K	Buy	2,587 +14	+0.5%	+$492	﹤0.01%	323
2024 Q3	$72.8K	Sell	2,573 -1,500	-37%	-$38K	﹤0.01%	345
2024 Q2	$105K	Buy	4,073 +30	+0.7%	+$725	0.01%	292
2024 Q1	$101K	Hold	4,043	–	–	0.01%	282
2023 Q4	$73.8K	Hold	4,043	–	–	﹤0.01%	309
2023 Q3	$75.7K	Buy	4,043 +400	+11%	+$8.68K	﹤0.01%	278
2023 Q2	$82.2K	Buy	+3,643	New	+$72.7K	0.01%	262
2022 Q4	–	Sell	-20	Closed	–	–	1199
2022 Q3	$0	Buy	+20	New	+$347	﹤0.01%	1138

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogart Wealth LLC's TOST Position: Q1 2026 in Review

Bogart Wealth LLC increased its Toast (TOST) stake by 5.2% in Q1 2026, buying an estimated $4.03K and bringing the position to 2,740 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Bogart Wealth LLC first reported a position in TOST in Q3 2022 and has held it in 13 quarters since. The position peaked at $115K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Bogart Wealth LLC held 2,740 shares of Toast worth $72.6K as of Q1 2026.
Bogart Wealth LLC bought 135 Toast shares in Q1 2026, an estimated $4.03K.
Toast made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #419 holding.
Bogart Wealth LLC first reported a position in Toast in Q3 2022 and has held it in 13 quarters since.
Bogart Wealth LLC's Toast position peaked at $115K in Q2 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.