N.E.W. Advisory Services’s Toast TOST Stock Holding History

N.E.W. Advisory Services’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	$2.78K	Hold	100	–	–	﹤0.01%	813
2026 Q1	$2.65K	Buy	100 +40	+67%	+$1.19K	﹤0.01%	797
2025 Q4	$2.13K	Buy	+60	New	+$2.16K	﹤0.01%	787

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

N.E.W. Advisory Services's TOST Position: Q2 2026 in Review

N.E.W. Advisory Services held its Toast (TOST) position steady in Q2 2026 at 100 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

N.E.W. Advisory Services first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

N.E.W. Advisory Services held 100 shares of Toast worth $2.78K as of Q2 2026.
N.E.W. Advisory Services left its Toast share count unchanged in Q2 2026.
Toast made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #813 holding.
N.E.W. Advisory Services first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.