Curio Wealth’s Toast TOST Stock Holding History

Curio Wealth’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 Q2	–	Sell	-40	Closed	-$1.06K	–	1036
2026 Q1	$1.06K	Buy	40 +1	+3%	+$30	﹤0.01%	376
2025 Q4	$1.42K	Buy	+39	New	+$1.41K	﹤0.01%	360

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's TOST Position: Q2 2026 in Review

Curio Wealth sold out of Toast (TOST) in Q2 2026, closing a stake of 40 shares — an estimated $1.06K sold.

Curio Wealth first reported a position in TOST in Q4 2025 and held it in 2 quarters. The position peaked at $1.42K in Q4 2025. 767 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Curio Wealth reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 40 Toast shares in Q2 2026, an estimated $1.06K.
Curio Wealth first reported a position in Toast in Q4 2025 and held it in 2 quarters.
Curio Wealth's Toast position peaked at $1.42K in Q4 2025.
767 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.