NIA Impact Advisors’s Toast TOST Stock Holding History

NIA Impact 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 Q2	$1.65M	Sell	59,251 -7,929	-12%	-$207K	0.68%	47
2026 Q1	$1.78M	Sell	67,180 -1,954	-3%	-$58.3K	0.79%	42
2025 Q4	$2.45M	Sell	69,134 -1,062	-2%	-$38.3K	0.82%	49
2025 Q3	$2.56M	Sell	70,196 -8,421	-11%	-$366K	0.83%	49
2025 Q2	$3.48M	Buy	78,617 +22,975	+41%	+$903K	1.2%	31
2025 Q1	$1.85M	Sell	55,642 -12,414	-18%	-$465K	0.69%	55
2024 Q4	$2.48M	Buy	68,056 +2,732	+4%	+$96K	0.81%	42
2024 Q3	$1.85M	Buy	65,324 +944	+1%	+$23.9K	0.61%	55
2024 Q2	$1.66M	Buy	+64,380	New	+$1.56M	0.6%	58

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

NIA Impact Advisors's TOST Position: Q2 2026 in Review

NIA Impact Advisors reduced its Toast (TOST) stake by 12% in Q2 2026, selling an estimated $207K and leaving 59,251 shares worth $1.65M. The position accounts for 0.68% of the portfolio, ranked #47.

NIA Impact Advisors first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

NIA Impact Advisors held 59,251 shares of Toast worth $1.65M as of Q2 2026.
NIA Impact Advisors sold 7,929 Toast shares in Q2 2026, an estimated $207K.
Toast made up 0.68% of NIA Impact Advisors's portfolio in Q2 2026, its #47 holding.
NIA Impact Advisors first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
NIA Impact Advisors's Toast position peaked at $3.48M in Q2 2025.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.