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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
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

Medallion Wealth Advisors's TOST Position: Q1 2026 in Review

Medallion Wealth Advisors held its Toast (TOST) position steady in Q1 2026 at 294 shares worth $7.79K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Medallion Wealth Advisors first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.7K in Q2 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Medallion Wealth Advisors held 294 shares of Toast worth $7.79K as of Q1 2026.
  • Medallion Wealth Advisors left its Toast share count unchanged in Q1 2026.
  • Toast made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #804 holding.
  • Medallion Wealth Advisors first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Toast position peaked at $12.7K in Q2 2025.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.