Carson Wealth (CWM LLC)
TOST icon

Carson Wealth (CWM LLC)’s Toast TOST Stock Holding History

Carson Wealth (CWM 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 		$426K Buy
16,069
+4,976
+45% +$148K ﹤0.01% 2129
2025
Q4 		$394K Buy
11,093
+110
+1% +$3.96K ﹤0.01% 2071
2025
Q3 		$401K Buy
10,983
+2,453
+29% +$106K ﹤0.01% 1925
2025
Q2 		$378K Sell
8,530
-202
-2% -$7.94K ﹤0.01% 1730
2025
Q1 		$290K Buy
8,732
+3,777
+76% +$141K ﹤0.01% 1691
2024
Q4 		$181K Buy
4,955
+34
+0.7% +$1.2K ﹤0.01% 1890
2024
Q3 		$139K Sell
4,921
-4,064
-45% -$103K ﹤0.01% 1983
2024
Q2 		$232K Buy
8,985
+1,813
+25% +$43.8K ﹤0.01% 1510
2024
Q1 		$179K Buy
7,172
+4,785
+200% +$99.1K ﹤0.01% 1564
2023
Q4 		$44K Sell
2,387
-1,133
-32% -$18.6K ﹤0.01% 2255
2023
Q3 		$66K Sell
3,520
-50
-1% -$1.08K ﹤0.01% 1904
2023
Q2 		$81K Buy
3,570
+929
+35% +$18.5K ﹤0.01% 1681
2023
Q1 		$47K Buy
2,641
+1,287
+95% +$25.4K ﹤0.01% 1911
2022
Q4 		$24K Buy
1,354
+1,210
+840% +$22.7K ﹤0.01% 2251
2022
Q3 		$2K Buy
144
+74
+106% +$1.28K ﹤0.01% 3545
2022
Q2 		$1K Buy
+70
New +$1.16K ﹤0.01% 3651

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TOST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Toast (TOST) stake by 45% in Q1 2026, buying an estimated $148K and bringing the position to 16,069 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Carson Wealth (CWM LLC) first reported a position in TOST in Q2 2022 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,069 shares of Toast worth $426K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,976 Toast shares in Q1 2026, an estimated $148K.
  • Toast made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2129 holding.
  • Carson Wealth (CWM LLC) first reported a position in Toast in Q2 2022 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.