Global Retirement Partners’s Toast TOST Stock Holding History

Global Retirement Partners’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 Q2	$86K	Buy	+3,090	New	+$80.6K	﹤0.01%	2168
2025 Q4	$142K	Buy	4,011 +3,348	+505%	+$121K	﹤0.01%	1681
2025 Q3	$24.2K	Sell	663 -1,410	-68%	-$61.2K	﹤0.01%	2300
2025 Q2	$91.8K	Buy	+2,073	New	+$81.5K	﹤0.01%	1482
2024 Q4	$76.4K	Buy	2,096 +96	+5%	+$3.37K	﹤0.01%	1407
2024 Q3	$56.6K	Buy	+2,000	New	+$50.7K	﹤0.01%	1505
2024 Q1	–	Sell	-723	Closed	-$12.5K	–	3480
2023 Q4	$12.5K	Sell	723 -528	-42%	-$8.66K	﹤0.01%	1970
2023 Q3	$21.8K	Buy	1,251 +58	+5%	+$1.26K	﹤0.01%	1614
2023 Q2	$26.9K	Hold	1,193	–	–	﹤0.01%	1544
2023 Q1	$20.9K	Buy	1,193 +1,178	+7,853%	+$23.2K	﹤0.01%	1620
2022 Q4	$270	Buy	+15	New	+$282	﹤0.01%	2900

Other funds holding TOST

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's TOST Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Toast (TOST) in Q2 2026: 3,090 shares worth $86K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TOST as recently as Q4 2025.

Global Retirement Partners first reported a position in TOST in Q4 2022 and has held it in 11 quarters since. The position peaked at $142K in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Global Retirement Partners held 3,090 shares of Toast worth $86K as of Q2 2026.
Toast was a new Global Retirement Partners position in Q2 2026.
Toast made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2168 holding.
Global Retirement Partners first reported a position in Toast in Q4 2022 and has held it in 11 quarters since.
Global Retirement Partners's Toast position peaked at $142K in Q4 2025.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.