EWA
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EverSource Wealth Advisors’s Toast TOST Stock Holding History

EverSource 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
Q1 		$106K Buy
3,985
+539
+16% +$16.1K ﹤0.01% 1397
2025
Q4 		$122K Buy
3,446
+163
+5% +$5.88K ﹤0.01% 1207
2025
Q3 		$120K Buy
3,283
+820
+33% +$35.6K ﹤0.01% 1188
2025
Q2 		$109K Buy
2,463
+61
+3% +$2.4K ﹤0.01% 1153
2025
Q1 		$79.7K Sell
2,402
-1,033
-30% -$38.7K ﹤0.01% 1004
2024
Q4 		$125K Buy
3,435
+358
+12% +$12.6K 0.01% 837
2024
Q3 		$87.1K Buy
3,077
+49
+2% +$1.24K 0.01% 846
2024
Q2 		$79.2K Buy
3,028
+2,259
+294% +$54.6K 0.01% 893
2024
Q1 		$18.2K Buy
769
+338
+78% +$7K ﹤0.01% 1408
2023
Q4 		$7.87K Buy
431
+256
+146% +$4.2K ﹤0.01% 1671
2023
Q3 		$3.28K Buy
175
+147
+525% +$3.19K ﹤0.01% 1858
2023
Q2 		$632 Buy
+28
New +$559 ﹤0.01% 2306
2023
Q1 		– Sell
-254
Closed -$4.58K – 2529
2022
Q4 		$4.58K Buy
+254
New +$4.77K ﹤0.01% 1645

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EverSource Wealth Advisors's TOST Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Toast (TOST) stake by 16% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,985 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

EverSource Wealth Advisors first reported a position in TOST in Q4 2022 and has held it in 13 quarters since. The position peaked at $125K in Q4 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • EverSource Wealth Advisors held 3,985 shares of Toast worth $106K as of Q1 2026.
  • EverSource Wealth Advisors bought 539 Toast shares in Q1 2026, an estimated $16.1K.
  • Toast made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1397 holding.
  • EverSource Wealth Advisors first reported a position in Toast in Q4 2022 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Toast position peaked at $125K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.