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Prosperity Wealth Management’s Toast TOST Stock Holding History

Prosperity 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
2025
Q4 		$504K Buy
14,200
+2,200
+18% +$79.3K 0.17% 130
2025
Q3 		$438K Buy
+12,000
New +$521K 0.15% 148
2025
Q2 		– Sell
-8,765
Closed -$291K – 276
2025
Q1 		$291K Sell
8,765
-20
-0.2% -$749 0.14% 156
2024
Q4 		$320K Buy
+8,785
New +$309K 0.13% 143
2024
Q3 		– Sell
-12,730
Closed -$328K – 226
2024
Q2 		$328K Buy
+12,730
New +$308K 0.16% 119

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

Prosperity Wealth Management's TOST Position: Q4 2025 in Review

Prosperity Wealth Management increased its Toast (TOST) stake by 18% in Q4 2025, buying an estimated $79.3K and bringing the position to 14,200 shares worth $504K. The position accounts for 0.17% of the portfolio, ranked #130.

Prosperity Wealth Management first reported a position in TOST in Q2 2024 and has held it in 5 quarters since. 799 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Prosperity Wealth Management held 14,200 shares of Toast worth $504K as of Q4 2025.
  • Prosperity Wealth Management bought 2,200 Toast shares in Q4 2025, an estimated $79.3K.
  • Toast made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #130 holding.
  • Prosperity Wealth Management first reported a position in Toast in Q2 2024 and has held it in 5 quarters since.
  • 799 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.