Gries Financial’s Toast TOST Stock Holding History

Gries Financial’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
2025 Q3	–	Sell	-4,899	Closed	-$217K	–	341
2025 Q2	$217K	Buy	+4,899	New	+$193K	0.04%	273

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gries Financial's TOST Position: Q3 2025 in Review

Gries Financial sold out of Toast (TOST) in Q3 2025, closing a stake of 4,899 shares — an estimated $217K sold.

Gries Financial first reported a position in TOST in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 738 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

Gries Financial reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
Gries Financial sold 4,899 Toast shares in Q3 2025, an estimated $217K.
Gries Financial first reported a position in Toast in Q2 2025 and held it in 1 quarter.
Gries Financial's Toast position peaked at $217K in Q2 2025.
738 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.