MWM
TOST icon

Moran Wealth Management’s Toast TOST Stock Holding History

Moran Wealth Management’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 		$1.19M Buy
+44,835
New +$1.34M 0.04% 347
2025
Q4 		– Sell
-7,142
Closed -$261K – 535
2025
Q3 		$261K Buy
+7,142
New +$310K 0.01% 474

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

Moran Wealth Management's TOST Position: Q1 2026 in Review

Moran Wealth Management opened a new position in Toast (TOST) in Q1 2026: 44,835 shares worth $1.19M. The stake represents 0.04% of the portfolio and ranks #347 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in TOST as recently as Q3 2025.

Moran Wealth Management first reported a position in TOST in Q3 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Moran Wealth Management held 44,835 shares of Toast worth $1.19M as of Q1 2026.
  • Toast was a new Moran Wealth Management position in Q1 2026.
  • Toast made up 0.04% of Moran Wealth Management's portfolio in Q1 2026, its #347 holding.
  • Moran Wealth Management first reported a position in Toast in Q3 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.