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OneDigital Investment Advisors’s Toast TOST Stock Holding History

OneDigital Investment 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
2025
Q3 		– Sell
-7,538
Closed -$334K – 1541
2025
Q2 		$334K Buy
+7,538
New +$296K ﹤0.01% 1097

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's TOST Position: Q3 2025 in Review

OneDigital Investment Advisors sold out of Toast (TOST) in Q3 2025, closing a stake of 7,538 shares — an estimated $334K sold.

OneDigital Investment Advisors first reported a position in TOST in Q2 2025 and held it in 1 quarter. The position peaked at $334K in Q2 2025. 738 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • OneDigital Investment Advisors reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7,538 Toast shares in Q3 2025, an estimated $334K.
  • OneDigital Investment Advisors first reported a position in Toast in Q2 2025 and held it in 1 quarter.
  • OneDigital Investment Advisors's Toast position peaked at $334K in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on OneDigital Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.