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 Q2	$488K	Buy	17,539 +1,284	+8%	+$33.5K	0.01%	837
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's TOST Position: Q2 2026 in Review

IHT Wealth Management increased its Toast (TOST) stake by 7.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 17,539 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #837.

IHT Wealth Management first reported a position in TOST in Q4 2023 and has held it in 11 quarters since. The position peaked at $823K in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

IHT Wealth Management held 17,539 shares of Toast worth $488K as of Q2 2026.
IHT Wealth Management bought 1,284 Toast shares in Q2 2026, an estimated $33.5K.
Toast made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #837 holding.
IHT Wealth Management first reported a position in Toast in Q4 2023 and has held it in 11 quarters since.
IHT Wealth Management's Toast position peaked at $823K in Q2 2025.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.