LPL Financial
TOST icon

LPL Financial’s Toast TOST Stock Holding History

LPL Financial’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 		$7.31M Buy
275,568
+56,632
+26% +$1.69M ﹤0.01% 2280
2025
Q4 		$7.77M Sell
218,936
-31,195
-12% -$1.12M ﹤0.01% 2150
2025
Q3 		$9.13M Buy
250,131
+66,888
+37% +$2.9M ﹤0.01% 1958
2025
Q2 		$8.12M Buy
183,243
+48,199
+36% +$1.89M ﹤0.01% 1907
2025
Q1 		$4.48M Buy
135,044
+17,026
+14% +$637K ﹤0.01% 2242
2024
Q4 		$4.3M Sell
118,018
-6,828
-5% -$240K ﹤0.01% 2202
2024
Q3 		$3.53M Sell
124,846
-27,262
-18% -$691K ﹤0.01% 2245
2024
Q2 		$3.92M Buy
152,108
+15,245
+11% +$369K ﹤0.01% 2053
2024
Q1 		$3.41M Buy
136,863
+15,220
+13% +$315K ﹤0.01% 2084
2023
Q4 		$2.22M Buy
121,643
+14,563
+14% +$239K ﹤0.01% 2328
2023
Q3 		$2.01M Buy
107,080
+37,529
+54% +$815K ﹤0.01% 2275
2023
Q2 		$1.57M Buy
69,551
+11,706
+20% +$234K ﹤0.01% 2460
2023
Q1 		$1.03M Buy
57,845
+15,507
+37% +$306K ﹤0.01% 2735
2022
Q4 		$763K Buy
42,338
+12,440
+42% +$234K ﹤0.01% 2865
2022
Q3 		$500K Buy
29,898
+10,367
+53% +$180K ﹤0.01% 3155
2022
Q2 		$253K Buy
+19,531
New +$324K ﹤0.01% 3766
2022
Q1 		– Sell
-14,770
Closed -$513K – 4388
2021
Q4 		$513K Buy
14,770
+2,979
+25% +$138K ﹤0.01% 3255
2021
Q3 		$589K Buy
+11,791
New +$645K ﹤0.01% 3069

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VCM
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VPM
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JP Morgan Chase
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VH
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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