Harbor Investment Advisory’s Toast TOST Stock Holding History

Harbor Investment 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 Q2	$43.6K	Buy	1,568 +1,068	+214%	+$27.9K	﹤0.01%	789
2026 Q1	$13.3K	Hold	500	–	–	﹤0.01%	860
2025 Q4	$17.8K	Sell	500 -9,200	-95%	-$332K	﹤0.01%	841
2025 Q3	$354K	Sell	9,700 -1,190	-11%	-$51.7K	0.03%	319
2025 Q2	$482K	Buy	10,890 +10,140	+1,352%	+$399K	0.04%	269
2025 Q1	$24.9K	Hold	750	–	–	﹤0.01%	736
2024 Q4	$27.3K	Hold	750	–	–	﹤0.01%	709
2024 Q3	$21.2K	Hold	750	–	–	﹤0.01%	736
2024 Q2	$19.3K	Sell	750 -750	-50%	-$18.1K	﹤0.01%	748
2024 Q1	$37.4K	Buy	+1,500	New	+$31.1K	﹤0.01%	639
2023 Q4	–	Sell	-100	Closed	-$1.87K	–	1209
2023 Q3	$1.87K	Sell	100 -100	-50%	-$2.17K	﹤0.01%	1055
2023 Q2	$4.51K	Buy	+200	New	+$3.99K	﹤0.01%	1142

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZCI

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

Harbor Investment Advisory's TOST Position: Q2 2026 in Review

Harbor Investment Advisory increased its Toast (TOST) stake by 214% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,568 shares worth $43.6K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Harbor Investment Advisory first reported a position in TOST in Q2 2023 and has held it in 12 quarters since. The position peaked at $482K in Q2 2025. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Harbor Investment Advisory held 1,568 shares of Toast worth $43.6K as of Q2 2026.
Harbor Investment Advisory bought 1,068 Toast shares in Q2 2026, an estimated $27.9K.
Toast made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #789 holding.
Harbor Investment Advisory first reported a position in Toast in Q2 2023 and has held it in 12 quarters since.
Harbor Investment Advisory's Toast position peaked at $482K in Q2 2025.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.