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
2025
Q4 		– Sell
-100
Closed -$1.7K – 4106
2025
Q3 		$1.7K Hold
100
– – ﹤0.01% 3881
2025
Q2 		$2.51K Buy
+100
New +$3.93K ﹤0.01% 3658

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning's TOST Position: Q2 2026 in Review

Creative Planning reduced its Toast (TOST) stake by 28% in Q2 2026, selling an estimated $1.28M and leaving 128,015 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Creative Planning first reported a position in TOST in Q1 2022 and has held it in 18 quarters since. The position peaked at $16.5M in Q3 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Creative Planning held 128,015 shares of Toast worth $3.56M as of Q2 2026.
  • Creative Planning sold 49,045 Toast shares in Q2 2026, an estimated $1.28M.
  • Toast made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1657 holding.
  • Creative Planning first reported a position in Toast in Q1 2022 and has held it in 18 quarters since.
  • Creative Planning's Toast position peaked at $16.5M in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.