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

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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.

152 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.
152 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.