OAM
TOST icon

Oppenheimer Asset Management’s Toast TOST Stock Holding History

Oppenheimer Asset Management’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 		$2.52M Sell
94,991
-25,426
-21% -$759K 0.03% 493
2025
Q4 		$4.28M Buy
120,417
+6,025
+5% +$217K 0.05% 330
2025
Q3 		$4.18M Buy
114,392
+34,838
+44% +$1.51M 0.05% 383
2025
Q2 		$3.52M Buy
79,554
+811
+1% +$31.9K 0.04% 406
2025
Q1 		$2.61M Sell
78,743
-1,631
-2% -$61.1K 0.03% 459
2024
Q4 		$2.93M Sell
80,374
-2,272
-3% -$79.8K 0.04% 443
2024
Q3 		$2.34M Sell
82,646
-2,273
-3% -$57.6K 0.03% 495
2024
Q2 		$2.19M Buy
84,919
+3,616
+4% +$87.4K 0.03% 497
2024
Q1 		$2.03M Buy
81,303
+7,374
+10% +$153K 0.03% 478
2023
Q4 		$1.35M Sell
73,929
-21,316
-22% -$350K 0.02% 624
2023
Q3 		$1.78M Buy
+95,245
New +$2.07M 0.03% 532

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BlackRock
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AllianceBernstein
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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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