IWA
TOST icon

Icon Wealth Advisors’s Toast TOST Stock Holding History

Icon Wealth 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
2025
Q4 		– Sell
-2,935
Closed -$107K – 514
2025
Q3 		$107K Sell
2,935
-978
-25% -$42.5K 0.01% 494
2025
Q2 		$173K Buy
3,913
+441
+13% +$17.3K 0.01% 396
2025
Q1 		$115K Sell
3,472
-3,565
-51% -$133K 0.01% 454
2024
Q4 		$256K Sell
7,037
-505
-7% -$17.7K 0.02% 328
2024
Q3 		$214K Sell
7,542
-3,527
-32% -$89.4K 0.02% 346
2024
Q2 		$290K Sell
11,069
-2,475
-18% -$59.8K 0.03% 288
2024
Q1 		$338K Sell
13,544
-551
-4% -$11.4K 0.03% 262
2023
Q4 		$257K Buy
+14,095
New +$231K 0.03% 288

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Icon Wealth Advisors's TOST Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Toast (TOST) in Q4 2025, closing a stake of 2,935 shares — an estimated $107K sold.

Icon Wealth Advisors first reported a position in TOST in Q4 2023 and held it in 8 quarters. The position peaked at $338K in Q1 2024. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,935 Toast shares in Q4 2025, an estimated $107K.
  • Icon Wealth Advisors first reported a position in Toast in Q4 2023 and held it in 8 quarters.
  • Icon Wealth Advisors's Toast position peaked at $338K in Q1 2024.
  • 804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.