CWM
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Connecticut Wealth Management’s Toast TOST Stock Holding History

Connecticut Wealth Management’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
-5,927
Closed -$210K – 341
2025
Q4 		$210K Hold
5,927
– – 0.01% 308
2025
Q3 		$216K Buy
+5,927
New +$257K 0.01% 309

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 $6.73T AUM 46.02% 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 $1.56T 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 $3.37T AUM 44.26% 1-Year Est. Return

Connecticut Wealth Management's TOST Position: Q1 2026 in Review

Connecticut Wealth Management sold out of Toast (TOST) in Q1 2026, closing a stake of 5,927 shares — an estimated $210K sold.

Connecticut Wealth Management first reported a position in TOST in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Connecticut Wealth Management reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Connecticut Wealth Management sold 5,927 Toast shares in Q1 2026, an estimated $210K.
  • Connecticut Wealth Management first reported a position in Toast in Q3 2025 and held it in 2 quarters.
  • Connecticut Wealth Management's Toast position peaked at $216K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.