EWP
TOST icon

Elevation Wealth Partners’s Toast TOST Stock Holding History

Elevation Wealth Partners’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 		$466K Buy
16,756
+2,113
+14% +$55.1K 0.14% 88
2026
Q1 		$388K Buy
14,643
+13,157
+885% +$393K 0.14% 84
2025
Q4 		$52.8K Buy
+1,486
New +$53.6K 0.02% 236

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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 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
WIA
Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Elevation Wealth Partners's TOST Position: Q2 2026 in Review

Elevation Wealth Partners increased its Toast (TOST) stake by 14% in Q2 2026, buying an estimated $55.1K and bringing the position to 16,756 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #88.

Elevation Wealth Partners first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Elevation Wealth Partners held 16,756 shares of Toast worth $466K as of Q2 2026.
  • Elevation Wealth Partners bought 2,113 Toast shares in Q2 2026, an estimated $55.1K.
  • Toast made up 0.14% of Elevation Wealth Partners's portfolio in Q2 2026, its #88 holding.
  • Elevation Wealth Partners first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.