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 Q2	$1.88M	Sell	67,611 -28,528	-30%	-$744K	﹤0.01%	1383
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

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth's TOST Position: Q2 2026 in Review

Focus Partners Wealth reduced its Toast (TOST) stake by 30% in Q2 2026, selling an estimated $744K and leaving 67,611 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Focus Partners Wealth first reported a position in TOST in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.5M in Q2 2024. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Focus Partners Wealth held 67,611 shares of Toast worth $1.88M as of Q2 2026.
Focus Partners Wealth sold 28,528 Toast shares in Q2 2026, an estimated $744K.
Toast made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1383 holding.
Focus Partners Wealth first reported a position in Toast in Q1 2024 and has held it in 9 quarters since.
Focus Partners Wealth's Toast position peaked at $43.5M in Q2 2024.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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