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Garton & Associates Financial Advisors’s Toast TOST Stock Holding History

Garton & Associates Financial Advisors’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
-200
Closed -$7.1K – 639
2025
Q4 		$7.1K Buy
+200
New +$7.21K ﹤0.01% 920

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

Garton & Associates Financial Advisors's TOST Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Toast (TOST) in Q1 2026, closing a stake of 200 shares — an estimated $7.1K sold.

Garton & Associates Financial Advisors first reported a position in TOST in Q4 2025 and held it in 1 quarter. The position peaked at $7.1K in Q4 2025. 759 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 200 Toast shares in Q1 2026, an estimated $7.1K.
  • Garton & Associates Financial Advisors first reported a position in Toast in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Toast position peaked at $7.1K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.