Graetz Wealth’s Toast TOST Stock Holding History

Graetz Wealth’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	$295K	Buy	10,590 +1,578	+18%	+$41.1K	0.24%	57
2026 Q1	$239K	Buy	+9,012	New	+$269K	0.21%	66

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 $3.37T AUM 44.26% 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

Graetz Wealth's TOST Position: Q2 2026 in Review

Graetz Wealth increased its Toast (TOST) stake by 18% in Q2 2026, buying an estimated $41.1K and bringing the position to 10,590 shares worth $295K. The position accounts for 0.24% of the portfolio, ranked #57.

Graetz Wealth first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Graetz Wealth held 10,590 shares of Toast worth $295K as of Q2 2026.
Graetz Wealth bought 1,578 Toast shares in Q2 2026, an estimated $41.1K.
Toast made up 0.24% of Graetz Wealth's portfolio in Q2 2026, its #57 holding.
Graetz Wealth first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
766 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.