EPG Wealth Management’s Toast TOST Stock Holding History

EPG Wealth 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
2025 Q1	–	Sell	-5,510	Closed	-$201K	–	446
2024 Q4	$201K	Buy	+5,510	New	+$194K	0.05%	229

Other funds holding TOST

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EPG Wealth Management's TOST Position: Q1 2025 in Review

EPG Wealth Management sold out of Toast (TOST) in Q1 2025, closing a stake of 5,510 shares — an estimated $201K sold.

EPG Wealth Management first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

EPG Wealth Management reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
EPG Wealth Management sold 5,510 Toast shares in Q1 2025, an estimated $201K.
EPG Wealth Management first reported a position in Toast in Q4 2024 and held it in 1 quarter.
EPG Wealth Management's Toast position peaked at $201K in Q4 2024.
660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.