Focus Partners Wealth
TOST icon

Focus Partners Wealth’s Toast TOST Stock Holding History

Focus Partners Wealth’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 		$2.55M Sell
96,139
-5,791
-6% -$173K ﹤0.01% 1206
2025
Q4 		$3.62M Sell
101,930
-419
-0.4% -$15.1K ﹤0.01% 1078
2025
Q3 		$3.74M Buy
102,349
+2,096
+2% +$91K 0.01% 836
2025
Q2 		$4.44M Buy
100,253
+588
+0.6% +$23.1K 0.01% 708
2025
Q1 		$3.3M Sell
99,665
-271,584
-73% -$10.2M 0.01% 741
2024
Q4 		$13.5M Buy
+371,249
New +$13M 0.04% 396
2024
Q3 		– Sell
-1,684,716
Closed -$43.5M – 1713
2024
Q2 		$43.5M Buy
1,684,716
+507,797
+43% +$12.3M 0.15% 146
2024
Q1 		$29.3M Buy
+1,176,919
New +$24.4M 0.24% 108

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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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 $1.47T 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