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
Q2 		$2.59M Buy
93,050
+48,215
+108% +$1.26M 0.07% 289
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

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

Moran Wealth Management's TOST Position: Q2 2026 in Review

Moran Wealth Management increased its Toast (TOST) stake by 108% in Q2 2026, buying an estimated $1.26M and bringing the position to 93,050 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #289.

Moran Wealth Management first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Moran Wealth Management held 93,050 shares of Toast worth $2.59M as of Q2 2026.
  • Moran Wealth Management bought 48,215 Toast shares in Q2 2026, an estimated $1.26M.
  • Toast made up 0.07% of Moran Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Moran Wealth Management first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.