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 $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return