Envestnet Portfolio Solutions
TOST icon

Envestnet Portfolio Solutions’s Toast TOST Stock Holding History

Envestnet Portfolio Solutions’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 		$495K Sell
17,786
-1,862
-9% -$48.6K ﹤0.01% 995
2026
Q1 		$521K Sell
19,648
-3,328
-14% -$99.3K ﹤0.01% 883
2025
Q4 		$816K Sell
22,976
-3,576
-13% -$129K ﹤0.01% 838
2025
Q3 		$969K Buy
26,552
+9,855
+59% +$428K ﹤0.01% 750
2025
Q2 		$740K Buy
16,697
+1,164
+7% +$45.7K ﹤0.01% 922
2025
Q1 		$515K Sell
15,533
-4,434
-22% -$166K ﹤0.01% 1038
2024
Q4 		$728K Buy
19,967
+1,236
+7% +$43.4K ﹤0.01% 1064
2024
Q3 		$530K Buy
18,731
+338
+2% +$8.56K ﹤0.01% 1174
2024
Q2 		$474K Buy
18,393
+5,793
+46% +$140K ﹤0.01% 1167
2024
Q1 		$314K Sell
12,600
-1,385
-10% -$28.7K ﹤0.01% 1330
2023
Q4 		$255K Buy
13,985
+774
+6% +$12.7K ﹤0.01% 1377
2023
Q3 		$247K Buy
+13,211
New +$287K ﹤0.01% 1329

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's TOST Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Toast (TOST) stake by 9.5% in Q2 2026, selling an estimated $48.6K and leaving 17,786 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Envestnet Portfolio Solutions first reported a position in TOST in Q3 2023 and has held it in 12 quarters since. The position peaked at $969K in Q3 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Envestnet Portfolio Solutions held 17,786 shares of Toast worth $495K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,862 Toast shares in Q2 2026, an estimated $48.6K.
  • Toast made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #995 holding.
  • Envestnet Portfolio Solutions first reported a position in Toast in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Toast position peaked at $969K in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.