Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Envestnet Portfolio Solutions’s
Toast
TOST
Stock Holding History
Envestnet Portfolio Solutions’s Portfolio
TOST Stock Details
TOST Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close