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High Note Wealth’s Toast TOST Stock Holding History

High Note Wealth’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 		$35.5K Buy
1,277
+787
+161% +$20.5K 0.01% 228
2026
Q1 		$13K Hold
490
– – ﹤0.01% 329
2025
Q4 		$17.4K Sell
490
-3
-0.6% -$108 ﹤0.01% 276
2025
Q3 		$18K Buy
493
+280
+131% +$12.2K ﹤0.01% 262
2025
Q2 		$9.43K Hold
213
– – ﹤0.01% 310
2025
Q1 		$7.07K Hold
213
– – ﹤0.01% 338
2024
Q4 		$7.76K Buy
+213
New +$7.49K ﹤0.01% 330

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

High Note Wealth's TOST Position: Q2 2026 in Review

High Note Wealth increased its Toast (TOST) stake by 161% in Q2 2026, buying an estimated $20.5K and bringing the position to 1,277 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #228.

High Note Wealth first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • High Note Wealth held 1,277 shares of Toast worth $35.5K as of Q2 2026.
  • High Note Wealth bought 787 Toast shares in Q2 2026, an estimated $20.5K.
  • Toast made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #228 holding.
  • High Note Wealth first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.