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TOST icon

LVW Advisors’s Toast TOST Stock Holding History

LVW 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 		$396K Buy
14,217
+3,235
+29% +$84.4K 0.03% 287
2026
Q1 		$291K Buy
10,982
+949
+9% +$28.3K 0.03% 337
2025
Q4 		$356K Buy
10,033
+147
+1% +$5.3K 0.04% 248
2025
Q3 		$361K Sell
9,886
-620
-6% -$26.9K 0.04% 249
2025
Q2 		$465K Buy
10,506
+2,393
+29% +$94K 0.05% 197
2025
Q1 		$269K Buy
8,113
+15
+0.2% +$562 0.03% 255
2024
Q4 		$295K Buy
+8,098
New +$285K 0.04% 251

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

LVW Advisors's TOST Position: Q2 2026 in Review

LVW Advisors increased its Toast (TOST) stake by 29% in Q2 2026, buying an estimated $84.4K and bringing the position to 14,217 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #287.

LVW Advisors first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $465K in Q2 2025. 267 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • LVW Advisors held 14,217 shares of Toast worth $396K as of Q2 2026.
  • LVW Advisors bought 3,235 Toast shares in Q2 2026, an estimated $84.4K.
  • Toast made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #287 holding.
  • LVW Advisors first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • LVW Advisors's Toast position peaked at $465K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.