HWM
TOST icon

HB Wealth Management’s Toast TOST Stock Holding History

HB Wealth Management’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 		$355K Buy
12,748
+315
+3% +$8.21K ﹤0.01% 1280
2026
Q1 		$330K Buy
12,433
+1,467
+13% +$43.8K ﹤0.01% 1179
2025
Q4 		$389K Buy
10,966
+2,874
+36% +$104K ﹤0.01% 1007
2025
Q3 		$295K Buy
8,092
+3,106
+62% +$135K ﹤0.01% 1080
2025
Q2 		$221K Sell
4,986
-5,766
-54% -$227K ﹤0.01% 1071
2025
Q1 		$357K Buy
+10,752
New +$403K ﹤0.01% 894

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 $3.37T AUM 44.26% 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

HB Wealth Management's TOST Position: Q2 2026 in Review

HB Wealth Management increased its Toast (TOST) stake by 2.5% in Q2 2026, buying an estimated $8.21K and bringing the position to 12,748 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

HB Wealth Management first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $389K in Q4 2025. 766 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • HB Wealth Management held 12,748 shares of Toast worth $355K as of Q2 2026.
  • HB Wealth Management bought 315 Toast shares in Q2 2026, an estimated $8.21K.
  • Toast made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1280 holding.
  • HB Wealth Management first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Toast position peaked at $389K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.