FWM
TOST icon

Focused Wealth Management’s Toast TOST Stock Holding History

Focused 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
Q3 		– Sell
-6,221
Closed -$276K – 237
2025
Q2 		$276K Hold
6,221
– – 0.03% 139
2025
Q1 		$206K Hold
6,221
– – 0.03% 159
2024
Q4 		$227K Buy
+6,221
New +$219K 0.03% 141
2024
Q2 		– Sell
-5,321
Closed -$133K – 269
2024
Q1 		$133K Hold
5,321
– – 0.02% 175
2023
Q4 		$97.2K Sell
5,321
-175
-3% -$2.87K 0.02% 202
2023
Q3 		$103K Hold
5,496
– – 0.02% 192
2023
Q2 		$124K Hold
5,496
– – 0.02% 181
2023
Q1 		$97.6K Hold
5,496
– – 0.02% 202
2022
Q4 		$99.1K Hold
5,496
– – 0.02% 195
2022
Q3 		$92K Hold
5,496
– – 0.02% 190
2022
Q2 		$71K Buy
5,496
+300
+6% +$4.97K 0.01% 239
2022
Q1 		$113K Buy
5,196
+350
+7% +$7.91K 0.02% 197
2021
Q4 		$168K Buy
4,846
+3,446
+246% +$159K 0.03% 197
2021
Q3 		$70K Buy
+1,400
New +$76.6K 0.01% 343

Other funds holding TOST

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return