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Integrated Wealth Concepts’s Toast TOST Stock Holding History

Integrated Wealth Concepts’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 		$1.42M Buy
51,196
+41,959
+454% +$1.09M 0.01% 1012
2026
Q1 		$245K Buy
+9,237
New +$276K ﹤0.01% 1976
2025
Q4 		– Sell
-22,875
Closed -$835K – 2015
2025
Q3 		$835K Buy
22,875
+16,584
+264% +$720K 0.01% 1087
2025
Q2 		$279K Buy
+6,291
New +$247K ﹤0.01% 1589
2024
Q2 		– Sell
-42,373
Closed -$1.06M – 1711
2024
Q1 		$1.06M Buy
42,373
+997
+2% +$20.6K 0.02% 729
2023
Q4 		$756K Buy
+41,376
New +$679K 0.01% 831

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's TOST Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Toast (TOST) stake by 454% in Q2 2026, buying an estimated $1.09M and bringing the position to 51,196 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1012.

Integrated Wealth Concepts first reported a position in TOST in Q4 2023 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Integrated Wealth Concepts held 51,196 shares of Toast worth $1.42M as of Q2 2026.
  • Integrated Wealth Concepts bought 41,959 Toast shares in Q2 2026, an estimated $1.09M.
  • Toast made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1012 holding.
  • Integrated Wealth Concepts first reported a position in Toast in Q4 2023 and has held it in 6 quarters since.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.