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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
Q2 		$74.4K Sell
2,676
-64
-2% -$1.67K ﹤0.01% 453
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

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's TOST Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Toast (TOST) stake by 2.3% in Q2 2026, selling an estimated $1.67K and leaving 2,676 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Bogart Wealth LLC first reported a position in TOST in Q3 2022 and has held it in 14 quarters since. The position peaked at $115K in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Bogart Wealth LLC held 2,676 shares of Toast worth $74.4K as of Q2 2026.
  • Bogart Wealth LLC sold 64 Toast shares in Q2 2026, an estimated $1.67K.
  • Toast made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #453 holding.
  • Bogart Wealth LLC first reported a position in Toast in Q3 2022 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Toast position peaked at $115K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.