Bradley Foster & Sargent’s Toast TOST Stock Holding History

Bradley Foster & Sargent’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	$221K	Sell	8,351 -4,409	-35%	-$132K	﹤0.01%	507
2025 Q4	$453K	Sell	12,760 -3,350	-21%	-$121K	0.01%	404
2025 Q3	$588K	Sell	16,110 -125	-0.8%	-$5.43K	0.01%	371
2025 Q2	$719K	Hold	16,235	–	–	0.01%	327
2025 Q1	$539K	Buy	16,235 +2,579	+19%	+$96.6K	0.01%	338
2024 Q4	$498K	Buy	13,656 +1,315	+11%	+$46.2K	0.01%	356
2024 Q3	$349K	Sell	12,341 -9,500	-43%	-$241K	0.01%	396
2024 Q2	$563K	Sell	21,841 -56,464	-72%	-$1.36M	0.01%	338
2024 Q1	$1.95M	Sell	78,305 -7,600	-9%	-$157K	0.04%	207
2023 Q4	$1.57M	Sell	85,905 -143,465	-63%	-$2.35M	0.03%	228
2023 Q3	$5.18M	Hold	229,370	–	–	0.11%	136
2023 Q2	$5.18M	Sell	229,370 -4,055	-2%	-$80.9K	0.11%	136
2023 Q1	$4.14M	Buy	+233,425	New	+$4.6M	0.1%	139

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

Bradley Foster & Sargent's TOST Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its Toast (TOST) stake by 35% in Q1 2026, selling an estimated $132K and leaving 8,351 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Bradley Foster & Sargent first reported a position in TOST in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.18M in Q3 2023. 755 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Bradley Foster & Sargent held 8,351 shares of Toast worth $221K as of Q1 2026.
Bradley Foster & Sargent sold 4,409 Toast shares in Q1 2026, an estimated $132K.
Toast made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #507 holding.
Bradley Foster & Sargent first reported a position in Toast in Q1 2023 and has held it in 13 quarters since.
Bradley Foster & Sargent's Toast position peaked at $5.18M in Q3 2023.
755 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.