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Private Wealth Asset Management’s Toast TOST Stock Holding History

Private Wealth Asset 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
2026
Q1 		$16.8K Buy
635
+294
+86% +$8.77K ﹤0.01% 598
2025
Q4 		$12.1K Hold
341
– – ﹤0.01% 636
2025
Q3 		$12.4K Hold
341
– – ﹤0.01% 602
2025
Q2 		$15.1K Buy
341
+100
+41% +$3.93K ﹤0.01% 580
2025
Q1 		$7.99K Buy
+241
New +$9.02K ﹤0.01% 659

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Asset Management's TOST Position: Q1 2026 in Review

Private Wealth Asset Management increased its Toast (TOST) stake by 86% in Q1 2026, buying an estimated $8.77K and bringing the position to 635 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Private Wealth Asset Management first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Private Wealth Asset Management held 635 shares of Toast worth $16.8K as of Q1 2026.
  • Private Wealth Asset Management bought 294 Toast shares in Q1 2026, an estimated $8.77K.
  • Toast made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #598 holding.
  • Private Wealth Asset Management first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.