Lido Advisors’s Toast TOST Stock Holding History

Lido Advisors’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	$3.21M	Buy	121,208 +82,714	+215%	+$2.47M	0.01%	566
2025 Q4	$1.4M	Buy	38,494 +1,152	+3%	+$41.5K	﹤0.01%	848
2025 Q3	$1.36M	Buy	37,342 +26,297	+238%	+$1.14M	﹤0.01%	815
2025 Q2	$489K	Buy	11,045 +188	+2%	+$7.39K	﹤0.01%	1113
2025 Q1	$360K	Buy	+10,857	New	+$407K	﹤0.01%	1138

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lido Advisors's TOST Position: Q1 2026 in Review

Lido Advisors increased its Toast (TOST) stake by 215% in Q1 2026, buying an estimated $2.47M and bringing the position to 121,208 shares worth $3.21M. The position accounts for 0.01% of the portfolio, ranked #566.

Lido Advisors first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Lido Advisors held 121,208 shares of Toast worth $3.21M as of Q1 2026.
Lido Advisors bought 82,714 Toast shares in Q1 2026, an estimated $2.47M.
Toast made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #566 holding.
Lido Advisors first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.