IAAG
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Innovative Asset Advisors Group’s Toast TOST Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-223
Closed -$5.91K – 956
2026
Q1 		$5.91K Buy
+223
New +$6.65K ﹤0.01% 743

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Asset Advisors Group's TOST Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Toast (TOST) in Q2 2026, closing a stake of 223 shares — an estimated $5.91K sold.

Innovative Asset Advisors Group first reported a position in TOST in Q1 2026 and held it in 1 quarter. The position peaked at $5.91K in Q1 2026. 720 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 223 Toast shares in Q2 2026, an estimated $5.91K.
  • Innovative Asset Advisors Group first reported a position in Toast in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Toast position peaked at $5.91K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.