Cerity Partners
TOST icon

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
Q2 		$2.83M Sell
101,626
-4,426
-4% -$115K ﹤0.01% 1390
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

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Cerity Partners's TOST Position: Q2 2026 in Review

Cerity Partners reduced its Toast (TOST) stake by 4.2% in Q2 2026, selling an estimated $115K and leaving 101,626 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Cerity Partners first reported a position in TOST in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.91M in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Cerity Partners held 101,626 shares of Toast worth $2.83M as of Q2 2026.
  • Cerity Partners sold 4,426 Toast shares in Q2 2026, an estimated $115K.
  • Toast made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1390 holding.
  • Cerity Partners first reported a position in Toast in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Toast position peaked at $5.91M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.