Dynasty Wealth Management’s Toast TOST Stock Holding History

Dynasty 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
2026 Q2	–	Sell	-8,423	Closed	-$223K	–	398
2026 Q1	$223K	Buy	+8,423	New	+$251K	﹤0.01%	316

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

Dynasty Wealth Management's TOST Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Toast (TOST) in Q2 2026, closing a stake of 8,423 shares — an estimated $223K sold.

Dynasty Wealth Management first reported a position in TOST in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Dynasty Wealth Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
Dynasty Wealth Management sold 8,423 Toast shares in Q2 2026, an estimated $223K.
Dynasty Wealth Management first reported a position in Toast in Q1 2026 and held it in 1 quarter.
Dynasty Wealth Management's Toast position peaked at $223K in Q1 2026.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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