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	$13.3K	Buy	+500	New	+$14.9K	﹤0.01%	3201

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

Cerity Partners's TOST Position: Q1 2026 in Review

Cerity Partners reduced its Toast (TOST) stake by 36% in Q1 2026, selling an estimated $1.8M and leaving 106,052 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Cerity Partners first reported a position in TOST in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.91M in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Cerity Partners held 106,052 shares of Toast worth $2.81M as of Q1 2026.
Cerity Partners sold 60,260 Toast shares in Q1 2026, an estimated $1.8M.
Toast made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1293 holding.
Cerity Partners first reported a position in Toast in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's Toast position peaked at $5.91M in Q4 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.