Oakmont Advisory Group’s Toast TOST Stock Holding History

Oakmont 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 Q2	$349K	Buy	12,537 +76	+0.6%	+$1.98K	0.29%	96
2026 Q1	$330K	Buy	+12,461	New	+$372K	0.34%	80

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

Oakmont Advisory Group's TOST Position: Q2 2026 in Review

Oakmont Advisory Group increased its Toast (TOST) stake by 0.61% in Q2 2026, buying an estimated $1.98K and bringing the position to 12,537 shares worth $349K. The position accounts for 0.29% of the portfolio, ranked #96.

Oakmont Advisory Group first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Oakmont Advisory Group held 12,537 shares of Toast worth $349K as of Q2 2026.
Oakmont Advisory Group bought 76 Toast shares in Q2 2026, an estimated $1.98K.
Toast made up 0.29% of Oakmont Advisory Group's portfolio in Q2 2026, its #96 holding.
Oakmont Advisory Group first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.