Elevation Wealth Partners
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
Q3 		$493K Buy
17,018
+262
+2% +$8.44K 0.14% 84
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

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Assenagon Asset Management
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Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's TOST Position: Q3 2026 in Review

Elevation Wealth Partners increased its Toast (TOST) stake by 1.6% in Q3 2026, buying an estimated $8.44K and bringing the position to 17,018 shares worth $493K. The position accounts for 0.14% of the portfolio, ranked #84.

Elevation Wealth Partners first reported a position in TOST in Q4 2025 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Elevation Wealth Partners held 17,018 shares of Toast worth $493K as of Q3 2026.
  • Elevation Wealth Partners bought 262 Toast shares in Q3 2026, an estimated $8.44K.
  • Toast made up 0.14% of Elevation Wealth Partners's portfolio in Q3 2026, its #84 holding.
  • Elevation Wealth Partners first reported a position in Toast in Q4 2025 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.