GoalVest Advisory’s Toast TOST Stock Holding History

GoalVest Advisory’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	-172	Closed	-$6.11K	–	541
2025 Q4	$6.11K	Hold	172	–	–	﹤0.01%	456
2025 Q3	$6.28K	Buy	+172	New	+$7.47K	﹤0.01%	352

Other funds holding TOST

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

GoalVest Advisory's TOST Position: Q1 2026 in Review

GoalVest Advisory sold out of Toast (TOST) in Q1 2026, closing a stake of 172 shares — an estimated $6.11K sold.

GoalVest Advisory first reported a position in TOST in Q3 2025 and held it in 2 quarters. The position peaked at $6.28K in Q3 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

GoalVest Advisory reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 172 Toast shares in Q1 2026, an estimated $6.11K.
GoalVest Advisory first reported a position in Toast in Q3 2025 and held it in 2 quarters.
GoalVest Advisory's Toast position peaked at $6.28K in Q3 2025.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.