Corient Private Wealth
TOST icon

Corient Private Wealth’s Toast TOST Stock Holding History

Corient Private Wealth’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 		$789K Sell
29,932
-39,203
-57% -$1.17M ﹤0.01% 1781
2025
Q4 		$2.45M Buy
69,135
+32,851
+91% +$1.18M ﹤0.01% 1415
2025
Q3 		$1.32M Buy
36,284
+13,518
+59% +$587K ﹤0.01% 1280
2025
Q2 		$1.01M Buy
22,766
+12,693
+126% +$499K ﹤0.01% 1362
2025
Q1 		$334K Sell
10,073
-787
-7% -$29.5K ﹤0.01% 1802
2024
Q4 		$396K Sell
10,860
-4,857
-31% -$171K ﹤0.01% 1743
2024
Q3 		$445K Buy
15,717
+4,116
+35% +$104K ﹤0.01% 1804
2024
Q2 		$299K Sell
11,601
-313
-3% -$7.57K ﹤0.01% 1916
2024
Q1 		$297K Buy
+11,914
New +$247K ﹤0.01% 1901
2023
Q4 		– Sell
-39,145
Closed -$733K – 2350
2023
Q3 		$733K Buy
39,145
+5,080
+15% +$110K ﹤0.01% 1299
2023
Q2 		$769K Buy
34,065
+16,337
+92% +$326K ﹤0.01% 1251
2023
Q1 		$315K Buy
+17,728
New +$350K ﹤0.01% 1588

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 $5.72T 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 $1.56T 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 $2.9T AUM 29.55% 1-Year Est. Return

Corient Private Wealth's TOST Position: Q1 2026 in Review

Corient Private Wealth reduced its Toast (TOST) stake by 57% in Q1 2026, selling an estimated $1.17M and leaving 29,932 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Corient Private Wealth first reported a position in TOST in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Corient Private Wealth held 29,932 shares of Toast worth $789K as of Q1 2026.
  • Corient Private Wealth sold 39,203 Toast shares in Q1 2026, an estimated $1.17M.
  • Toast made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1781 holding.
  • Corient Private Wealth first reported a position in Toast in Q1 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Toast position peaked at $2.45M in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.