BWM
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Bosman Wealth Management’s Toast TOST Stock Holding History

Bosman 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
Q1 		– Sell
-7,873
Closed -$280K – 62
2025
Q4 		$280K Sell
7,873
-43,749
-85% -$1.58M 0.23% 47
2025
Q3 		$1.88M Sell
51,622
-2,833
-5% -$123K 1.46% 24
2025
Q2 		$2.41M Buy
+54,455
New +$2.14M 2.14% 20

Other funds holding TOST

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bosman Wealth Management's TOST Position: Q1 2026 in Review

Bosman Wealth Management sold out of Toast (TOST) in Q1 2026, closing a stake of 7,873 shares — an estimated $280K sold.

Bosman Wealth Management first reported a position in TOST in Q2 2025 and held it in 3 quarters. The position peaked at $2.41M in Q2 2025. 759 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Bosman Wealth Management reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Bosman Wealth Management sold 7,873 Toast shares in Q1 2026, an estimated $280K.
  • Bosman Wealth Management first reported a position in Toast in Q2 2025 and held it in 3 quarters.
  • Bosman Wealth Management's Toast position peaked at $2.41M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bosman Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.