Oak Harvest Investment Services’s Toast TOST Stock Holding History

Oak Harvest Investment 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
2025 Q4	–	Sell	-20,000	Closed	-$730K	–	186
2025 Q3	$730K	Buy	+20,000	New	+$868K	0.09%	119

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Oak Harvest Investment Services's TOST Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of Toast (TOST) in Q4 2025, closing a stake of 20,000 shares — an estimated $730K sold.

Oak Harvest Investment Services first reported a position in TOST in Q3 2025 and held it in 1 quarter. The position peaked at $730K in Q3 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

Oak Harvest Investment Services reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
Oak Harvest Investment Services sold 20,000 Toast shares in Q4 2025, an estimated $730K.
Oak Harvest Investment Services first reported a position in Toast in Q3 2025 and held it in 1 quarter.
Oak Harvest Investment Services's Toast position peaked at $730K in Q3 2025.
804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.