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Moody Lynn & Lieberson’s Toast TOST Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-6,461
Closed -$229K – 265
2025
Q4 		$229K Buy
+6,461
New +$233K 0.01% 244
2025
Q3 		– Sell
-26,401
Closed -$1.17M – 275
2025
Q2 		$1.17M Buy
+26,401
New +$1.04M 0.07% 113

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Moody Lynn & Lieberson's TOST Position: Q1 2026 in Review

Moody Lynn & Lieberson sold out of Toast (TOST) in Q1 2026, closing a stake of 6,461 shares — an estimated $229K sold.

Moody Lynn & Lieberson first reported a position in TOST in Q2 2025 and held it in 2 quarters. The position peaked at $1.17M in Q2 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Moody Lynn & Lieberson reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 6,461 Toast shares in Q1 2026, an estimated $229K.
  • Moody Lynn & Lieberson first reported a position in Toast in Q2 2025 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Toast position peaked at $1.17M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.