Clearstead Trust’s Toast TOST Stock Holding History

Clearstead Trust’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	–	Sell	-1,468	Closed	-$52.1K	–	1039
2025 Q4	$52.1K	Buy	1,468 +1,389	+1,758%	+$50.1K	0.01%	324
2025 Q3	$2.88K	Hold	79	–	–	﹤0.01%	890
2025 Q2	$3.5K	Buy	+79	New	+$3.1K	﹤0.01%	820

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Trust's TOST Position: Q1 2026 in Review

Clearstead Trust sold out of Toast (TOST) in Q1 2026, closing a stake of 1,468 shares — an estimated $52.1K sold.

Clearstead Trust first reported a position in TOST in Q2 2025 and held it in 3 quarters. The position peaked at $52.1K in Q4 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Clearstead Trust reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Clearstead Trust sold 1,468 Toast shares in Q1 2026, an estimated $52.1K.
Clearstead Trust first reported a position in Toast in Q2 2025 and held it in 3 quarters.
Clearstead Trust's Toast position peaked at $52.1K in Q4 2025.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.