HWAM
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Hennion & Walsh Asset Management’s Toast TOST Stock Holding History

Hennion & Walsh Asset 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 		$543K Sell
19,503
-267
-1% -$6.96K 0.02% 722
2026
Q1 		$524K Sell
19,770
-318
-2% -$9.49K 0.02% 701
2025
Q4 		$713K Buy
20,088
+3,995
+25% +$144K 0.02% 606
2025
Q3 		$588K Buy
16,093
+6,123
+61% +$266K 0.02% 668
2025
Q2 		$442K Buy
+9,970
New +$392K 0.02% 711

Other funds holding TOST

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
MC
Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

Hennion & Walsh Asset Management's TOST Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Toast (TOST) stake by 1.4% in Q2 2026, selling an estimated $6.96K and leaving 19,503 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #722.

Hennion & Walsh Asset Management first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $713K in Q4 2025. 151 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Hennion & Walsh Asset Management held 19,503 shares of Toast worth $543K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 267 Toast shares in Q2 2026, an estimated $6.96K.
  • Toast made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #722 holding.
  • Hennion & Walsh Asset Management first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • Hennion & Walsh Asset Management's Toast position peaked at $713K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.