PWMG
TOST icon

Private Wealth Management Group’s Toast TOST Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-251
Closed -$6.66K – 1513
2026
Q1 		$6.66K Buy
+251
New +$7.49K ﹤0.01% 666

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's TOST Position: Q2 2026 in Review

Private Wealth Management Group sold out of Toast (TOST) in Q2 2026, closing a stake of 251 shares — an estimated $6.66K sold.

Private Wealth Management Group first reported a position in TOST in Q1 2026 and held it in 1 quarter. The position peaked at $6.66K in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Private Wealth Management Group reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 251 Toast shares in Q2 2026, an estimated $6.66K.
  • Private Wealth Management Group first reported a position in Toast in Q1 2026 and held it in 1 quarter.
  • Private Wealth Management Group's Toast position peaked at $6.66K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.