PWM
TOST icon

Parkworth Wealth Management’s Toast TOST Stock Holding History

Parkworth Wealth 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
2025
Q2 		$664 Buy
15
+11
+275% +$432 ﹤0.01% 548
2025
Q1 		$133 Hold
4
– – ﹤0.01% 860
2024
Q4 		$146 Buy
+4
New +$141 ﹤0.01% 869

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

Parkworth Wealth Management's TOST Position: Q2 2025 in Review

Parkworth Wealth Management increased its Toast (TOST) stake by 275% in Q2 2025, buying an estimated $432 and bringing the position to 15 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Parkworth Wealth Management first reported a position in TOST in Q4 2024 and has held it in 3 quarters since. 750 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

  • Parkworth Wealth Management held 15 shares of Toast worth $664 as of Q2 2025.
  • Parkworth Wealth Management bought 11 Toast shares in Q2 2025, an estimated $432.
  • Toast made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #548 holding.
  • Parkworth Wealth Management first reported a position in Toast in Q4 2024 and has held it in 3 quarters since.
  • 750 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.