Proathlete Wealth Management’s Toast TOST Stock Holding History

Proathlete Wealth 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 Q3	$43.9K	Buy	1,513 +13	+0.9%	+$419	0.01%	155
2026 Q2	$41.7K	Hold	1,500	–	–	0.01%	125
2026 Q1	$39.8K	Hold	1,500	–	–	0.01%	124
2025 Q4	$53.3K	Hold	1,500	–	–	0.01%	118
2025 Q3	$54.8K	Hold	1,500	–	–	0.02%	117
2025 Q2	$66.4K	Hold	1,500	–	–	0.02%	111
2025 Q1	$49.8K	Buy	+1,500	New	+$56.2K	0.02%	117

Other funds holding TOST

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Proathlete Wealth Management's TOST Position: Q3 2026 in Review

Proathlete Wealth Management increased its Toast (TOST) stake by 0.87% in Q3 2026, buying an estimated $419 and bringing the position to 1,513 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #155.

Proathlete Wealth Management first reported a position in TOST in Q1 2025 and has held it in 7 quarters since. The position peaked at $66.4K in Q2 2025. 137 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Proathlete Wealth Management held 1,513 shares of Toast worth $43.9K as of Q3 2026.
Proathlete Wealth Management bought 13 Toast shares in Q3 2026, an estimated $419.
Toast made up 0.01% of Proathlete Wealth Management's portfolio in Q3 2026, its #155 holding.
Proathlete Wealth Management first reported a position in Toast in Q1 2025 and has held it in 7 quarters since.
Proathlete Wealth Management's Toast position peaked at $66.4K in Q2 2025.
137 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Proathlete Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.