IWM
TOST icon

IHT Wealth Management’s Toast TOST Stock Holding History

IHT Wealth Management’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 		$431K Sell
16,255
-498
-3% -$14.9K 0.01% 879
2025
Q4 		$594K Sell
16,753
-1,289
-7% -$46.5K 0.01% 711
2025
Q3 		$659K Sell
18,042
-539
-3% -$23.4K 0.02% 652
2025
Q2 		$823K Buy
18,581
+1,417
+8% +$55.7K 0.02% 553
2025
Q1 		$571K Sell
17,164
-4,420
-20% -$165K 0.02% 628
2024
Q4 		$787K Sell
21,584
-583
-3% -$20.5K 0.03% 534
2024
Q3 		$628K Buy
22,167
+583
+3% +$14.8K 0.02% 649
2024
Q2 		$556K Sell
21,584
-1,634
-7% -$39.5K 0.02% 606
2024
Q1 		$579K Buy
23,218
+8,579
+59% +$178K 0.02% 582
2023
Q4 		$267K Buy
+14,639
New +$240K 0.01% 811

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

IHT Wealth Management's TOST Position: Q1 2026 in Review

IHT Wealth Management reduced its Toast (TOST) stake by 3% in Q1 2026, selling an estimated $14.9K and leaving 16,255 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #879.

IHT Wealth Management first reported a position in TOST in Q4 2023 and has held it in 10 quarters since. The position peaked at $823K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • IHT Wealth Management held 16,255 shares of Toast worth $431K as of Q1 2026.
  • IHT Wealth Management sold 498 Toast shares in Q1 2026, an estimated $14.9K.
  • Toast made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #879 holding.
  • IHT Wealth Management first reported a position in Toast in Q4 2023 and has held it in 10 quarters since.
  • IHT Wealth Management's Toast position peaked at $823K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.