DWM
TOST icon

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
Q1 		$223K Buy
+8,423
New +$251K ﹤0.01% 316

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dynasty Wealth Management's TOST Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Toast (TOST) in Q1 2026: 8,423 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings.

756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Dynasty Wealth Management held 8,423 shares of Toast worth $223K as of Q1 2026.
  • Toast was a new Dynasty Wealth Management position in Q1 2026.
  • Toast made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #316 holding.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.