EWA
TOST icon

EP Wealth Advisors’s Toast TOST Stock Holding History

EP Wealth Advisors’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 		$437K Sell
15,707
-1,495
-9% -$39K ﹤0.01% 1090
2026
Q1 		$456K Buy
17,202
+1,340
+8% +$40K ﹤0.01% 942
2025
Q4 		$563K Buy
+15,862
New +$572K ﹤0.01% 826

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

EP Wealth Advisors's TOST Position: Q2 2026 in Review

EP Wealth Advisors reduced its Toast (TOST) stake by 8.7% in Q2 2026, selling an estimated $39K and leaving 15,707 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

EP Wealth Advisors first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $563K in Q4 2025. 597 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • EP Wealth Advisors held 15,707 shares of Toast worth $437K as of Q2 2026.
  • EP Wealth Advisors sold 1,495 Toast shares in Q2 2026, an estimated $39K.
  • Toast made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1090 holding.
  • EP Wealth Advisors first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's Toast position peaked at $563K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.