OPS
TOST icon

Orion Portfolio Solutions’s Toast TOST Stock Holding History

Orion Portfolio Solutions’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
Q1 		$266K Buy
8,013
+2,303
+40% +$86.2K ﹤0.01% 1678
2024
Q4 		$208K Buy
+5,710
New +$201K ﹤0.01% 1739

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's TOST Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Toast (TOST) stake by 40% in Q1 2025, buying an estimated $86.2K and bringing the position to 8,013 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Orion Portfolio Solutions first reported a position in TOST in Q4 2024 and has held it in 2 quarters since. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Orion Portfolio Solutions held 8,013 shares of Toast worth $266K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,303 Toast shares in Q1 2025, an estimated $86.2K.
  • Toast made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1678 holding.
  • Orion Portfolio Solutions first reported a position in Toast in Q4 2024 and has held it in 2 quarters since.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.