Covestor
TOST icon

Covestor’s Toast TOST Stock Holding History

Covestor’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
Q3 		$135K Buy
4,664
+14
+0.3% +$451 0.09% 220
2026
Q2 		$129K Buy
4,650
+1,149
+33% +$30K 0.07% 247
2026
Q1 		$93K Sell
3,501
-2,465
-41% -$73.6K 0.06% 323
2025
Q4 		$212K Buy
5,966
+1,505
+34% +$54.3K 0.11% 197
2025
Q3 		$163K Buy
4,461
+570
+15% +$24.7K 0.09% 300
2025
Q2 		$172K Buy
3,891
+875
+29% +$34.4K 0.1% 253
2025
Q1 		$100K Buy
3,016
+26
+0.9% +$974 0.07% 493
2024
Q4 		$109K Buy
2,990
+635
+27% +$22.3K 0.07% 477
2024
Q3 		$67K Buy
2,355
+104
+5% +$2.64K 0.04% 738
2024
Q2 		$58K Sell
2,251
-752
-25% -$18.2K 0.04% 793
2024
Q1 		$75K Buy
3,003
+2,492
+488% +$51.6K 0.05% 709
2023
Q4 		$9K Buy
511
+13
+3% +$213 0.01% 1661
2023
Q3 		$9K Sell
498
-6
-1% -$130 0.01% 1505
2023
Q2 		$11K Hold
504
– – 0.01% 1398
2023
Q1 		$9K Sell
504
-3
-0.6% -$59 0.01% 1390
2022
Q4 		$9K Buy
507
+18
+4% +$338 0.01% 1387
2022
Q3 		$8K Buy
+489
New +$8.48K 0.01% 1361

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Covestor's TOST Position: Q3 2026 in Review

Covestor increased its Toast (TOST) stake by 0.3% in Q3 2026, buying an estimated $451 and bringing the position to 4,664 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #220.

Covestor first reported a position in TOST in Q3 2022 and has held it in 17 quarters since. The position peaked at $212K in Q4 2025. 277 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Covestor held 4,664 shares of Toast worth $135K as of Q3 2026.
  • Covestor bought 14 Toast shares in Q3 2026, an estimated $451.
  • Toast made up 0.09% of Covestor's portfolio in Q3 2026, its #220 holding.
  • Covestor first reported a position in Toast in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Toast position peaked at $212K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.