Gerber Kawasaki Wealth & Investment Management’s Toast TOST Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q4	–	Sell	-6,795	Closed	-$248K	–	352
2025 Q3	$248K	Hold	6,795	–	–	0.01%	292
2025 Q2	$301K	Sell	6,795 -3,370	-33%	-$132K	0.01%	256
2025 Q1	$337K	Hold	10,165	–	–	0.02%	228
2024 Q4	$371K	Buy	+10,165	New	+$357K	0.02%	211
2024 Q1	–	Sell	-11,157	Closed	-$204K	–	298
2023 Q4	$204K	Sell	11,157 -400	-3%	-$6.56K	0.01%	247
2023 Q3	$216K	Buy	11,557 +2,520	+28%	+$54.7K	0.01%	235
2023 Q2	$204K	Buy	+9,037	New	+$180K	0.01%	243

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TOST Position: Q4 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Toast (TOST) in Q4 2025, closing a stake of 6,795 shares — an estimated $248K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TOST in Q2 2023 and held it in 7 quarters. The position peaked at $371K in Q4 2024. 800 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

Gerber Kawasaki Wealth & Investment Management reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 6,795 Toast shares in Q4 2025, an estimated $248K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Toast in Q2 2023 and held it in 7 quarters.
Gerber Kawasaki Wealth & Investment Management's Toast position peaked at $371K in Q4 2024.
800 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.