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Forum Financial Management’s Toast TOST Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-9,880
Closed -$351K – 930
2025
Q4 		$351K Sell
9,880
-466
-5% -$16.8K ﹤0.01% 663
2025
Q3 		$378K Buy
10,346
+5,665
+121% +$246K 0.01% 601
2025
Q2 		$207K Buy
+4,681
New +$184K ﹤0.01% 888
2025
Q1 		– Sell
-5,582
Closed -$203K – 933
2024
Q4 		$203K Buy
+5,582
New +$196K ﹤0.01% 842

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's TOST Position: Q1 2026 in Review

Forum Financial Management sold out of Toast (TOST) in Q1 2026, closing a stake of 9,880 shares — an estimated $351K sold.

Forum Financial Management first reported a position in TOST in Q4 2024 and held it in 4 quarters. The position peaked at $378K in Q3 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Forum Financial Management reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 9,880 Toast shares in Q1 2026, an estimated $351K.
  • Forum Financial Management first reported a position in Toast in Q4 2024 and held it in 4 quarters.
  • Forum Financial Management's Toast position peaked at $378K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.