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Mount Yale Investment Advisors’s Toast TOST Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-208
Closed -$9.21K – 1520
2025
Q2 		$9.21K Buy
+208
New +$8.18K ﹤0.01% 1150

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's TOST Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Toast (TOST) in Q3 2025, closing a stake of 208 shares — an estimated $9.21K sold.

Mount Yale Investment Advisors first reported a position in TOST in Q2 2025 and held it in 1 quarter. The position peaked at $9.21K in Q2 2025. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 208 Toast shares in Q3 2025, an estimated $9.21K.
  • Mount Yale Investment Advisors first reported a position in Toast in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Toast position peaked at $9.21K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.