Envestnet Asset Management

Envestnet Asset Management’s Toast TOST Stock Holding History

Envestnet Asset 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	$16.8M	Buy	634,959 +77,905	+14%	+$2.32M	﹤0.01%	1468
2025 Q4	$19.8M	Sell	557,054 -60,756	-10%	-$2.19M	0.01%	1216
2025 Q3	$22.6M	Buy	617,810 +168,039	+37%	+$7.29M	0.01%	1193
2025 Q2	$19.9M	Buy	449,771 +79,968	+22%	+$3.14M	0.01%	1262
2025 Q1	$12.3M	Buy	369,803 +54,093	+17%	+$2.03M	﹤0.01%	1530
2024 Q4	$11.5M	Sell	315,710 -187	-0.1%	-$6.57K	﹤0.01%	1542
2024 Q3	$8.94M	Sell	315,897 -17,116	-5%	-$434K	﹤0.01%	1709
2024 Q2	$8.58M	Buy	333,013 +105,739	+47%	+$2.56M	﹤0.01%	1656
2024 Q1	$5.66M	Buy	227,274 +19,236	+9%	+$398K	﹤0.01%	1896
2023 Q4	$3.8M	Sell	208,038 -54,930	-21%	-$901K	﹤0.01%	2071
2023 Q3	$4.93M	Buy	262,968 +198,192	+306%	+$4.3M	﹤0.01%	1807
2023 Q2	$1.46M	Buy	64,776 +33,264	+106%	+$664K	﹤0.01%	2483
2023 Q1	$559K	Sell	31,512 -43,432	-58%	-$857K	﹤0.01%	3063
2022 Q4	$1.35M	Buy	74,944 +18,009	+32%	+$339K	﹤0.01%	2427
2022 Q3	$952K	Buy	+56,935	New	+$987K	﹤0.01%	2606

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 New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return