Cerity Partners

Cerity Partners’s Toast TOST Stock Holding History

Cerity Partners’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	$2.81M	Sell	106,052 -60,260	-36%	-$1.8M	﹤0.01%	1293
2025 Q4	$5.91M	Buy	166,312 +82,505	+98%	+$2.97M	0.01%	853
2025 Q3	$3.06M	Buy	83,807 +2,233	+3%	+$96.9K	0.01%	1098
2025 Q2	$3.61M	Buy	81,574 +15,774	+24%	+$620K	0.01%	959
2025 Q1	$2.18M	Sell	65,800 -8,131	-11%	-$304K	﹤0.01%	1085
2024 Q4	$2.67M	Buy	73,931 +2,405	+3%	+$84.5K	0.01%	976
2024 Q3	$2.02M	Buy	71,526 +23,955	+50%	+$607K	﹤0.01%	1083
2024 Q2	$1.23M	Sell	47,571 -449	-0.9%	-$10.9K	﹤0.01%	1133
2024 Q1	$1.2M	Sell	48,020 -12,560	-21%	-$260K	﹤0.01%	1198
2023 Q4	$1.11M	Buy	60,580 +40,068	+195%	+$657K	﹤0.01%	949
2023 Q3	$384K	Sell	20,512 -10,012	-33%	-$217K	﹤0.01%	1064
2023 Q2	$689K	Sell	30,524 -60	-0.2%	-$1.2K	﹤0.01%	1053
2023 Q1	$543K	Sell	30,584 -5,605	-15%	-$111K	﹤0.01%	1263
2022 Q4	$652K	Buy	+36,189	New	+$680K	﹤0.01%	829

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