Kovitz Investment Group Partners
TOST icon

Kovitz Investment Group Partners’s Toast TOST Stock Holding History

Kovitz Investment Group Partners’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 		$786K Sell
28,244
-804
-3% -$21K 0.02% 341
2026
Q1 		$770K Hold
29,048
– – 0.02% 355
2025
Q4 		$1.03M Sell
29,048
-2,600
-8% -$93.7K 0.02% 317
2025
Q3 		$1.16M Sell
31,648
-689
-2% -$29.9K ﹤0.01% 807
2025
Q2 		$1.43M Buy
32,337
+8,769
+37% +$345K 0.01% 713
2025
Q1 		$782K Buy
+23,568
New +$882K ﹤0.01% 802

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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

Kovitz Investment Group Partners's TOST Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Toast (TOST) stake by 2.8% in Q2 2026, selling an estimated $21K and leaving 28,244 shares worth $786K. The position accounts for 0.02% of the portfolio, ranked #341.

Kovitz Investment Group Partners first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Kovitz Investment Group Partners held 28,244 shares of Toast worth $786K as of Q2 2026.
  • Kovitz Investment Group Partners sold 804 Toast shares in Q2 2026, an estimated $21K.
  • Toast made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #341 holding.
  • Kovitz Investment Group Partners first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Kovitz Investment Group Partners's Toast position peaked at $1.43M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.