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Retirement Wealth Solutions’s Toast TOST Stock Holding History

Retirement Wealth Solutions’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 		$2.2K Sell
79
-12
-13% -$313 ﹤0.01% 507
2026
Q1 		$2.41K Buy
91
+7
+8% +$209 ﹤0.01% 465
2025
Q4 		$2.98K Buy
84
+68
+425% +$2.45K ﹤0.01% 391
2025
Q3 		$585 Buy
+16
New +$695 ﹤0.01% 670

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

Retirement Wealth Solutions's TOST Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Toast (TOST) stake by 13% in Q2 2026, selling an estimated $313 and leaving 79 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Retirement Wealth Solutions first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.98K in Q4 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Retirement Wealth Solutions held 79 shares of Toast worth $2.2K as of Q2 2026.
  • Retirement Wealth Solutions sold 12 Toast shares in Q2 2026, an estimated $313.
  • Toast made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #507 holding.
  • Retirement Wealth Solutions first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Toast position peaked at $2.98K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.