Principia Wealth Advisory’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
$1.56K Buy
56
+6
+12% +$156 ﹤0.01% 658
2026
Q1
$1.33K Buy
50
+24
+92% +$716 ﹤0.01% 631
2025
Q4
$923 Buy
26
+16
+160% +$577 ﹤0.01% 694
2025
Q3
$365 Sell
10
-4
-29% -$174 ﹤0.01% 831
2025
Q2
$620 Hold
14
﹤0.01% 687
2025
Q1
$481 Buy
14
+10
+250% +$374 ﹤0.01% 581
2024
Q4
$146 Buy
+4
New +$141 ﹤0.01% 751

Other funds holding TOST

Principia Wealth Advisory's TOST Position: Q2 2026 in Review

Principia Wealth Advisory increased its Toast (TOST) stake by 12% in Q2 2026, buying an estimated $156 and bringing the position to 56 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Principia Wealth Advisory first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Principia Wealth Advisory held 56 shares of Toast worth $1.56K as of Q2 2026.
  • Principia Wealth Advisory bought 6 Toast shares in Q2 2026, an estimated $156.
  • Toast made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #658 holding.
  • Principia Wealth Advisory first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.