Physician Wealth Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.98K Sell
107
-79
-42% -$2.06K ﹤0.01% 1332
2026
Q1
$4.93K Buy
186
+157
+541% +$4.68K ﹤0.01% 1012
2025
Q4
$1.03K Sell
29
-12
-29% -$433 ﹤0.01% 1606
2025
Q3
$1.5K Buy
41
+12
+41% +$521 ﹤0.01% 1340
2025
Q2
$1.28K Hold
29
﹤0.01% 1233
2025
Q1
$962 Buy
+29
New +$1.09K ﹤0.01% 1101

Other funds holding TOST

Physician Wealth Advisors's TOST Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Toast (TOST) stake by 42% in Q2 2026, selling an estimated $2.06K and leaving 107 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Physician Wealth Advisors first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.93K in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Physician Wealth Advisors held 107 shares of Toast worth $2.98K as of Q2 2026.
  • Physician Wealth Advisors sold 79 Toast shares in Q2 2026, an estimated $2.06K.
  • Toast made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1332 holding.
  • Physician Wealth Advisors first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Toast position peaked at $4.93K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.