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TOST icon

Montag & Associates’s Toast TOST Stock Holding History

Montag & Associates’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 		$34.4K Sell
1,236
-219
-15% -$5.71K ﹤0.01% 639
2026
Q1 		$38.6K Buy
1,455
+920
+172% +$27.5K ﹤0.01% 621
2025
Q4 		$19K Sell
535
-247
-32% -$8.9K ﹤0.01% 706
2025
Q3 		$28.6K Sell
782
-222
-22% -$9.64K ﹤0.01% 662
2025
Q2 		$44.5K Sell
1,004
-700
-41% -$27.5K ﹤0.01% 601
2025
Q1 		$56.5K Buy
1,704
+1,574
+1,211% +$58.9K ﹤0.01% 592
2024
Q4 		$4.74K Sell
130
-800
-86% -$28.1K ﹤0.01% 844
2024
Q3 		$26.3K Hold
930
– – ﹤0.01% 699
2024
Q2 		$24K Buy
+930
New +$22.5K ﹤0.01% 687

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 $3.38T AUM 44.17% 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

Montag & Associates's TOST Position: Q2 2026 in Review

Montag & Associates reduced its Toast (TOST) stake by 15% in Q2 2026, selling an estimated $5.71K and leaving 1,236 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Montag & Associates first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. The position peaked at $56.5K in Q1 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Montag & Associates held 1,236 shares of Toast worth $34.4K as of Q2 2026.
  • Montag & Associates sold 219 Toast shares in Q2 2026, an estimated $5.71K.
  • Toast made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #639 holding.
  • Montag & Associates first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
  • Montag & Associates's Toast position peaked at $56.5K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.