HighTower Advisors
TOST icon

HighTower Advisors’s Toast TOST Stock Holding History

HighTower 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
Q1 		$4.82M Sell
181,837
-9,869
-5% -$294K 0.01% 1217
2025
Q4 		$6.81M Buy
191,706
+17,707
+10% +$638K 0.01% 1031
2025
Q3 		$6.35M Buy
173,999
+3,650
+2% +$158K 0.01% 1041
2025
Q2 		$7.54M Sell
170,349
-17,917
-10% -$704K 0.01% 921
2025
Q1 		$6.24M Sell
188,266
-4,379
-2% -$164K 0.01% 957
2024
Q4 		$7.02M Sell
192,645
-1,578
-0.8% -$55.4K 0.01% 905
2024
Q3 		$5.5M Sell
194,223
-79,525
-29% -$2.02M 0.01% 995
2024
Q2 		$7.05M Buy
273,748
+20,634
+8% +$499K 0.01% 855
2024
Q1 		$6.31M Sell
253,114
-3,734
-1% -$77.3K 0.01% 864
2023
Q4 		$4.69M Sell
256,848
-9,615
-4% -$158K 0.01% 1000
2023
Q3 		$4.99M Buy
266,463
+42,637
+19% +$926K 0.01% 936
2023
Q2 		$5.05M Buy
223,826
+6,861
+3% +$137K 0.01% 896
2023
Q1 		$3.85M Buy
216,965
+41,790
+24% +$824K 0.01% 969
2022
Q4 		$3.16M Buy
175,175
+80,694
+85% +$1.52M 0.01% 1042
2022
Q3 		$1.58M Buy
94,481
+77,222
+447% +$1.34M ﹤0.01% 1369
2022
Q2 		$220K Sell
17,259
-11,097
-39% -$184K ﹤0.01% 2574
2022
Q1 		$616K Buy
28,356
+12,446
+78% +$281K ﹤0.01% 2042
2021
Q4 		$552K Buy
+15,910
New +$736K ﹤0.01% 2087

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return