MWA
TOST icon

Medallion Wealth Advisors’s Toast TOST Stock Holding History

Medallion Wealth 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 		$8.18K Hold
294
– – ﹤0.01% 786
2026
Q1 		$7.79K Hold
294
– – ﹤0.01% 804
2025
Q4 		$10.4K Hold
294
– – ﹤0.01% 740
2025
Q3 		$10.7K Hold
294
– – ﹤0.01% 734
2025
Q2 		$12.7K Hold
294
– – ﹤0.01% 702
2025
Q1 		$10.1K Buy
294
+254
+635% +$9.51K ﹤0.01% 683
2024
Q4 		$1.46K Buy
+40
New +$1.41K ﹤0.01% 896

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

Medallion Wealth Advisors's TOST Position: Q2 2026 in Review

Medallion Wealth Advisors held its Toast (TOST) position steady in Q2 2026 at 294 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Medallion Wealth Advisors first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Medallion Wealth Advisors held 294 shares of Toast worth $8.18K as of Q2 2026.
  • Medallion Wealth Advisors left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #786 holding.
  • Medallion Wealth Advisors first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Toast position peaked at $12.7K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.