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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
Q1 		– Sell
-2,000
Closed -$10.7K – 218
2024
Q4 		$10.7K Buy
+2,000
New +$70.3K ﹤0.01% 176
2024
Q2 		– Sell
-6,400
Closed -$159K – 268
2024
Q1 		$159K Buy
+6,400
New +$133K 0.02% 171
2023
Q3 		– Sell
-6,000
Closed -$11.4K – 1106
2023
Q2 		$11.4K Buy
+6,000
New +$120K ﹤0.01% 517

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's TOST Position: Q3 2025 in Review

Focused Wealth Management sold out of Toast (TOST) in Q3 2025, closing a stake of 6,221 shares — an estimated $276K sold.

Focused Wealth Management first reported a position in TOST in Q3 2021 and held it in 14 quarters. The position peaked at $276K in Q2 2025. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Focused Wealth Management reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Focused Wealth Management sold 6,221 Toast shares in Q3 2025, an estimated $276K.
  • Focused Wealth Management first reported a position in Toast in Q3 2021 and held it in 14 quarters.
  • Focused Wealth Management's Toast position peaked at $276K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.