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Independent Wealth Network’s Toast TOST Stock Holding History

Independent Wealth Network’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 		$300K Buy
+10,788
New +$281K 0.08% 248
2026
Q1 		– Sell
-5,642
Closed -$200K – 343
2025
Q4 		$200K Buy
5,642
+100
+2% +$3.6K 0.06% 277
2025
Q3 		$202K Sell
5,542
-899
-14% -$39K 0.07% 269
2025
Q2 		$285K Buy
6,441
+309
+5% +$12.1K 0.1% 201
2025
Q1 		$203K Sell
6,132
-850
-12% -$31.8K 0.08% 227
2024
Q4 		$254K Buy
+6,982
New +$245K 0.1% 192

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Wealth Network's TOST Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Toast (TOST) in Q2 2026: 10,788 shares worth $300K. The stake represents 0.08% of the portfolio and ranks #248 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in TOST as recently as Q4 2025.

Independent Wealth Network first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Independent Wealth Network held 10,788 shares of Toast worth $300K as of Q2 2026.
  • Toast was a new Independent Wealth Network position in Q2 2026.
  • Toast made up 0.08% of Independent Wealth Network's portfolio in Q2 2026, its #248 holding.
  • Independent Wealth Network first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.