Cetera Investment Advisers
TOST icon

Cetera Investment Advisers’s Toast TOST Stock Holding History

Cetera Investment Advisers’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 		$3.07M Buy
115,791
+4,635
+4% +$138K ﹤0.01% 1881
2025
Q4 		$3.95M Buy
111,156
+1,574
+1% +$56.7K ﹤0.01% 1625
2025
Q3 		$4M Buy
109,582
+18,287
+20% +$794K ﹤0.01% 1598
2025
Q2 		$4.04M Buy
91,295
+26,300
+40% +$1.03M 0.01% 1326
2025
Q1 		$2.16M Buy
64,995
+11,747
+22% +$440K ﹤0.01% 1694
2024
Q4 		$1.94M Buy
53,248
+19,861
+59% +$698K ﹤0.01% 1685
2024
Q3 		$945K Sell
33,387
-2,937
-8% -$74.4K ﹤0.01% 2159
2024
Q2 		$936K Buy
36,324
+13,731
+61% +$332K ﹤0.01% 2119
2024
Q1 		$563K Buy
+22,593
New +$468K ﹤0.01% 2512

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 $5.7T AUM 30.48% 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 $1.47T 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 $2.9T AUM 29.55% 1-Year Est. Return