CWM
TOST icon

Crowley Wealth Management’s Toast TOST Stock Holding History

Crowley Wealth Management’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
-250
Closed -$9.13K – 321
2025
Q3 		$9.13K Hold
250
– – 0.01% 290
2025
Q2 		$11.1K Hold
250
– – 0.01% 259
2025
Q1 		$8.29K Hold
250
– – 0.01% 277
2024
Q4 		$9.11K Buy
+250
New +$8.79K 0.01% 275

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Crowley Wealth Management's TOST Position: Q4 2025 in Review

Crowley Wealth Management sold out of Toast (TOST) in Q4 2025, closing a stake of 250 shares — an estimated $9.13K sold.

Crowley Wealth Management first reported a position in TOST in Q4 2024 and held it in 4 quarters. The position peaked at $11.1K in Q2 2025. 803 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Crowley Wealth Management reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 250 Toast shares in Q4 2025, an estimated $9.13K.
  • Crowley Wealth Management first reported a position in Toast in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Toast position peaked at $11.1K in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.