Creative Planning
TOST icon

Creative Planning’s Toast TOST Stock Holding History

Creative Planning’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 		$4.69M Buy
177,060
+108,401
+158% +$3.23M ﹤0.01% 1250
2025
Q4 		$2.44M Sell
68,659
-383,372
-85% -$13.8M ﹤0.01% 1569
2025
Q3 		$16.5M Buy
452,031
+387,277
+598% +$16.8M 0.01% 417
2025
Q2 		$2.87M Buy
64,754
+29,626
+84% +$1.16M ﹤0.01% 1066
2025
Q1 		$1.17M Buy
35,128
+5,690
+19% +$213K ﹤0.01% 1598
2024
Q4 		$1.07M Buy
29,438
+4,006
+16% +$141K ﹤0.01% 1598
2024
Q3 		$718K Sell
25,432
-17,931
-41% -$454K ﹤0.01% 1793
2024
Q2 		$1.12M Sell
43,363
-8,192
-16% -$198K ﹤0.01% 1331
2024
Q1 		$1.28M Sell
51,555
-11,801
-19% -$244K ﹤0.01% 1176
2023
Q4 		$1.16M Sell
63,356
-884
-1% -$14.5K ﹤0.01% 1158
2023
Q3 		$1.2M Sell
64,240
-105,534
-62% -$2.29M ﹤0.01% 1080
2023
Q2 		$3.83M Buy
169,774
+6,091
+4% +$122K 0.01% 596
2023
Q1 		$2.91M Buy
163,683
+2,368
+1% +$46.7K ﹤0.01% 653
2022
Q4 		$2.91M Sell
161,315
-9,372
-5% -$176K ﹤0.01% 630
2022
Q3 		$2.85M Buy
170,687
+10,816
+7% +$188K ﹤0.01% 582
2022
Q2 		$2.07M Buy
159,871
+114,310
+251% +$1.89M ﹤0.01% 705
2022
Q1 		$990K Buy
+45,561
New +$1.03M ﹤0.01% 987

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

Creative Planning's TOST Position: Q1 2026 in Review

Creative Planning increased its Toast (TOST) stake by 158% in Q1 2026, buying an estimated $3.23M and bringing the position to 177,060 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Creative Planning first reported a position in TOST in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.5M in Q3 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Creative Planning held 177,060 shares of Toast worth $4.69M as of Q1 2026.
  • Creative Planning bought 108,401 Toast shares in Q1 2026, an estimated $3.23M.
  • Toast made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1250 holding.
  • Creative Planning first reported a position in Toast in Q1 2022 and has held it in 17 quarters since.
  • Creative Planning's Toast position peaked at $16.5M in Q3 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.