Net Worth Advisory Group’s Toast TOST Stock Holding History

Net Worth Advisory Group’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	-6,438	Closed	-$229K	–	473
2025 Q4	$229K	Sell	6,438 -170	-3%	-$6.13K	0.05%	401
2025 Q3	$241K	Buy	+6,608	New	+$287K	0.07%	353

Other funds holding TOST

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Net Worth Advisory Group's TOST Position: Q1 2026 in Review

Net Worth Advisory Group sold out of Toast (TOST) in Q1 2026, closing a stake of 6,438 shares — an estimated $229K sold.

Net Worth Advisory Group first reported a position in TOST in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Net Worth Advisory Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Net Worth Advisory Group sold 6,438 Toast shares in Q1 2026, an estimated $229K.
Net Worth Advisory Group first reported a position in Toast in Q3 2025 and held it in 2 quarters.
Net Worth Advisory Group's Toast position peaked at $241K in Q3 2025.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Net Worth Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.