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TOST icon

NewEdge Advisors’s Toast TOST Stock Holding History

NewEdge 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
2026
Q1 		$266K Sell
10,037
-13,958
-58% -$417K ﹤0.01% 2424
2025
Q4 		$852K Sell
23,995
-69,037
-74% -$2.49M ﹤0.01% 1588
2025
Q3 		$2.55M Buy
93,032
+28,948
+45% +$1.26M 0.01% 894
2025
Q2 		$2.84M Buy
64,084
+46,652
+268% +$1.83M 0.01% 778
2025
Q1 		$578K Buy
17,432
+16,379
+1,555% +$613K ﹤0.01% 1504
2024
Q4 		$38.4K Hold
1,053
– – ﹤0.01% 2609
2024
Q3 		$29.8K Hold
1,053
– – ﹤0.01% 2599
2024
Q2 		$27.1K Buy
1,053
+113
+12% +$2.73K ﹤0.01% 2533
2024
Q1 		$23.4K Hold
940
– – ﹤0.01% 2581
2023
Q4 		$17.2K Sell
940
-5,232
-85% -$85.8K ﹤0.01% 2631
2023
Q3 		$116K Buy
6,172
+6,001
+3,509% +$130K ﹤0.01% 1786
2023
Q2 		$3.86K Buy
171
+95
+125% +$1.9K ﹤0.01% 2893
2023
Q1 		$1.35K Hold
76
– – ﹤0.01% 3111
2022
Q4 		$1 Buy
+76
New +$1.43K ﹤0.01% 4042

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

NewEdge Advisors's TOST Position: Q1 2026 in Review

NewEdge Advisors reduced its Toast (TOST) stake by 58% in Q1 2026, selling an estimated $417K and leaving 10,037 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

NewEdge Advisors first reported a position in TOST in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • NewEdge Advisors held 10,037 shares of Toast worth $266K as of Q1 2026.
  • NewEdge Advisors sold 13,958 Toast shares in Q1 2026, an estimated $417K.
  • Toast made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2424 holding.
  • NewEdge Advisors first reported a position in Toast in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Toast position peaked at $2.84M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.