Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.68M Buy
60,565
+14,006
+30% +$365K 0.04% 410
2026
Q1
$1.23M Buy
+46,559
New +$1.39M 0.03% 494
2025
Q3
Sell
-19,188
Closed -$850K 1214
2025
Q2
$850K Buy
+19,188
New +$754K 0.02% 588

Other funds holding TOST

CreativeOne Wealth's TOST Position: Q2 2026 in Review

CreativeOne Wealth increased its Toast (TOST) stake by 30% in Q2 2026, buying an estimated $365K and bringing the position to 60,565 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #410.

CreativeOne Wealth first reported a position in TOST in Q2 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • CreativeOne Wealth held 60,565 shares of Toast worth $1.68M as of Q2 2026.
  • CreativeOne Wealth bought 14,006 Toast shares in Q2 2026, an estimated $365K.
  • Toast made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #410 holding.
  • CreativeOne Wealth first reported a position in Toast in Q2 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.