DT
TOST icon

Diversified Trust’s Toast TOST Stock Holding History

Diversified Trust’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 		$1.38M Buy
49,783
+15,275
+44% +$398K 0.02% 390
2026
Q1 		$915K Buy
34,508
+5,143
+18% +$153K 0.02% 485
2025
Q4 		$1.04M Buy
29,365
+10,881
+59% +$392K 0.02% 428
2025
Q3 		$675K Sell
18,484
-1,673
-8% -$72.6K 0.01% 529
2025
Q2 		$893K Sell
20,157
-2,867
-12% -$113K 0.02% 418
2025
Q1 		$764K Buy
23,024
+1,656
+8% +$62K 0.02% 439
2024
Q4 		$779K Sell
21,368
-15,150
-41% -$532K 0.02% 449
2024
Q3 		$1.03M Sell
36,518
-9,939
-21% -$252K 0.03% 373
2024
Q2 		$1.2M Sell
46,457
-36
-0.1% -$870 0.03% 287
2024
Q1 		$1.16M Sell
46,493
-1,461
-3% -$30.2K 0.03% 285
2023
Q4 		$876K Buy
47,954
+5,678
+13% +$93.1K 0.03% 324
2023
Q3 		$792K Buy
42,276
+6,043
+17% +$131K 0.03% 321
2023
Q2 		$818K Sell
36,233
-530
-1% -$10.6K 0.03% 328
2023
Q1 		$653K Buy
36,763
+5
+0% +$99 0.03% 376
2022
Q4 		$663K Buy
36,758
+24,730
+206% +$465K 0.03% 353
2022
Q3 		$201K Buy
+12,028
New +$209K 0.01% 705

Other funds holding TOST

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust's TOST Position: Q2 2026 in Review

Diversified Trust increased its Toast (TOST) stake by 44% in Q2 2026, buying an estimated $398K and bringing the position to 49,783 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #390.

Diversified Trust first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. 86 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Diversified Trust held 49,783 shares of Toast worth $1.38M as of Q2 2026.
  • Diversified Trust bought 15,275 Toast shares in Q2 2026, an estimated $398K.
  • Toast made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #390 holding.
  • Diversified Trust first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • 86 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.