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Great Point Wealth Advisors’s Toast TOST Stock Holding History

Great Point Wealth 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
Q2 		$22.4M Buy
+806,646
New +$21M 3.62% 7

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Great Point Wealth Advisors's TOST Position: Q2 2026 in Review

Great Point Wealth Advisors opened a new position in Toast (TOST) in Q2 2026: 806,646 shares worth $22.4M. The stake represents 3.62% of the portfolio and ranks #7 among its holdings.

774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Great Point Wealth Advisors held 806,646 shares of Toast worth $22.4M as of Q2 2026.
  • Toast was a new Great Point Wealth Advisors position in Q2 2026.
  • Toast made up 3.62% of Great Point Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.