Cassaday & Co Wealth Management’s Toast TOST Stock Holding History

Cassaday & Co 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	$14.6K	Buy	+550	New	+$16.4K	﹤0.01%	824

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

Cassaday & Co Wealth Management's TOST Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Toast (TOST) in Q1 2026: 550 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #824 among its holdings.

756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Cassaday & Co Wealth Management held 550 shares of Toast worth $14.6K as of Q1 2026.
Toast was a new Cassaday & Co Wealth Management position in Q1 2026.
Toast made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #824 holding.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.