DiNuzzo Private Wealth’s Toast TOST Stock Holding History

DiNuzzo Private 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	$334	Sell	12 -9	-43%	-$235	﹤0.01%	1189
2026 Q1	$557	Sell	21 -15	-42%	-$448	﹤0.01%	1057
2025 Q4	$1.28K	Sell	36 -3	-8%	-$108	﹤0.01%	803
2025 Q3	$1.76K	Sell	39 -15,003	-100%	-$651K	﹤0.01%	684
2025 Q2	$666K	Buy	15,042 +15,018	+62,575%	+$590K	0.08%	49
2025 Q1	$797	Sell	24 -4	-14%	-$150	﹤0.01%	899
2024 Q4	$1.02K	Buy	28 +7	+33%	+$246	﹤0.01%	841
2024 Q3	$595	Sell	21 -1	-5%	-$25	﹤0.01%	1050
2024 Q2	$567	Buy	22 +19	+633%	+$459	﹤0.01%	998
2024 Q1	$75	Sell	3 -6	-67%	-$124	﹤0.01%	1313
2023 Q4	$165	Buy	+9	New	+$148	﹤0.01%	1252

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

DiNuzzo Private Wealth's TOST Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Toast (TOST) stake by 43% in Q2 2026, selling an estimated $235 and leaving 12 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

DiNuzzo Private Wealth first reported a position in TOST in Q4 2023 and has held it in 11 quarters since. The position peaked at $666K in Q2 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of Toast worth $334 as of Q2 2026.
DiNuzzo Private Wealth sold 9 Toast shares in Q2 2026, an estimated $235.
Toast made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1189 holding.
DiNuzzo Private Wealth first reported a position in Toast in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Toast position peaked at $666K in Q2 2025.
764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.