HIA
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HFM Investment Advisors’s Toast TOST Stock Holding History

HFM Investment 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 		– Sell
-2
Closed -$53 – 1322
2026
Q1 		$53 Sell
2
-31
-94% -$925 ﹤0.01% 1172
2025
Q4 		$1.17K Buy
33
+26
+371% +$937 ﹤0.01% 407
2025
Q3 		$256 Hold
7
– – ﹤0.01% 919
2025
Q2 		$310 Buy
7
+5
+250% +$197 ﹤0.01% 836
2025
Q1 		$67 Buy
+2
New +$75 ﹤0.01% 971

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's TOST Position: Q2 2026 in Review

HFM Investment Advisors sold out of Toast (TOST) in Q2 2026, closing a stake of 2 shares — an estimated $53 sold.

HFM Investment Advisors first reported a position in TOST in Q1 2025 and held it in 5 quarters. The position peaked at $1.17K in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • HFM Investment Advisors reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • HFM Investment Advisors sold 2 Toast shares in Q2 2026, an estimated $53.
  • HFM Investment Advisors first reported a position in Toast in Q1 2025 and held it in 5 quarters.
  • HFM Investment Advisors's Toast position peaked at $1.17K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.