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Clearstead Advisors’s Toast TOST Stock Holding History

Clearstead Advisors’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 		$381K Buy
13,696
+514
+4% +$13.4K ﹤0.01% 846
2026
Q1 		$349K Buy
13,182
+451
+4% +$13.5K ﹤0.01% 812
2025
Q4 		$452K Sell
12,731
-2,668
-17% -$96.2K 0.01% 685
2025
Q3 		$562K Sell
15,399
-280
-2% -$12.2K 0.01% 600
2025
Q2 		$694K Sell
15,679
-84
-0.5% -$3.3K 0.01% 515
2025
Q1 		$523K Buy
15,763
+25
+0.2% +$936 0.01% 565
2024
Q4 		$574K Buy
15,738
+416
+3% +$14.6K 0.01% 539
2024
Q3 		$434K Sell
15,322
-2,209
-13% -$56K 0.01% 607
2024
Q2 		$452K Hold
17,531
– – 0.01% 562
2024
Q1 		$474K Sell
17,531
-3,870
-18% -$80.1K 0.02% 318
2023
Q4 		$391K Hold
21,401
– – 0.02% 354
2023
Q3 		$401K Sell
21,401
-725
-3% -$15.7K 0.02% 324
2023
Q2 		$499K Hold
22,126
– – 0.03% 291
2023
Q1 		$393K Sell
22,126
-2,209
-9% -$43.6K 0.03% 297
2022
Q4 		$439K Hold
24,335
– – 0.03% 275
2022
Q3 		$407K Sell
24,335
-10,947
-31% -$190K 0.04% 259
2022
Q2 		$457K Sell
35,282
-19,871
-36% -$329K 0.04% 264
2022
Q1 		$1.2M Buy
55,153
+49,150
+819% +$1.11M 0.08% 164
2021
Q4 		$208K Buy
6,003
+5,953
+11,906% +$275K 0.01% 383
2021
Q3 		$2K Buy
+50
New +$2.73K ﹤0.01% 1154

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 $3.37T AUM 44.26% 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

Clearstead Advisors's TOST Position: Q2 2026 in Review

Clearstead Advisors increased its Toast (TOST) stake by 3.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 13,696 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Clearstead Advisors first reported a position in TOST in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q1 2022. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Clearstead Advisors held 13,696 shares of Toast worth $381K as of Q2 2026.
  • Clearstead Advisors bought 514 Toast shares in Q2 2026, an estimated $13.4K.
  • Toast made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #846 holding.
  • Clearstead Advisors first reported a position in Toast in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Toast position peaked at $1.2M in Q1 2022.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.