Lido Advisors
TOST icon

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
Q2 		$3.76M Buy
135,261
+14,053
+12% +$366K 0.01% 581
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

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 $3.37T 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

Lido Advisors's TOST Position: Q2 2026 in Review

Lido Advisors increased its Toast (TOST) stake by 12% in Q2 2026, buying an estimated $366K and bringing the position to 135,261 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #581.

Lido Advisors first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Lido Advisors held 135,261 shares of Toast worth $3.76M as of Q2 2026.
  • Lido Advisors bought 14,053 Toast shares in Q2 2026, an estimated $366K.
  • Toast made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #581 holding.
  • Lido Advisors first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.