JWM
TOST icon

Jupiter Wealth Management’s Toast TOST Stock Holding History

Jupiter 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 		$112K Hold
5,000
– – 0.04% 88
2025
Q4 		$131K Buy
+5,000
New +$180K 0.06% 77

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

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

Jupiter Wealth Management held its Toast (TOST) position steady in Q1 2026 at 5,000 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #88.

Jupiter Wealth Management first reported a position in TOST in Q4 2025 and has held it in 2 quarters since. The position peaked at $131K in Q4 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Jupiter Wealth Management held 5,000 shares of Toast worth $112K as of Q1 2026.
  • Jupiter Wealth Management left its Toast share count unchanged in Q1 2026.
  • Toast made up 0.04% of Jupiter Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Jupiter Wealth Management first reported a position in Toast in Q4 2025 and has held it in 2 quarters since.
  • Jupiter Wealth Management's Toast position peaked at $131K in Q4 2025.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.