Peloton Wealth Strategists
TOST icon

Peloton Wealth Strategists’s Toast TOST Stock Holding History

Peloton Wealth Strategists’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
Q3 		– Sell
-18,800
Closed -$523K – 89
2026
Q2 		$523K Buy
18,800
+3,000
+19% +$78.2K 0.19% 73
2026
Q1 		$419K Buy
+15,800
New +$471K 0.17% 74

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Peloton Wealth Strategists's TOST Position: Q3 2026 in Review

Peloton Wealth Strategists sold out of Toast (TOST) in Q3 2026, closing a stake of 18,800 shares — an estimated $523K sold.

Peloton Wealth Strategists first reported a position in TOST in Q1 2026 and held it in 2 quarters. The position peaked at $523K in Q2 2026. 478 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Peloton Wealth Strategists reported no remaining Toast position as of Q3 2026 after selling out during the quarter.
  • Peloton Wealth Strategists sold 18,800 Toast shares in Q3 2026, an estimated $523K.
  • Peloton Wealth Strategists first reported a position in Toast in Q1 2026 and held it in 2 quarters.
  • Peloton Wealth Strategists's Toast position peaked at $523K in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Peloton Wealth Strategists's 13F filing for Q3 2026, filed 9 Nov 2026.