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Richards, Merrill & Peterson’s Toast TOST Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-275
Closed -$9.12K – 451
2025
Q1 		$9.12K Hold
275
– – ﹤0.01% 403
2024
Q4 		$10K Buy
+275
New +$9.66K 0.01% 377

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

Richards, Merrill & Peterson's TOST Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Toast (TOST) in Q2 2025, closing a stake of 275 shares — an estimated $9.12K sold.

Richards, Merrill & Peterson first reported a position in TOST in Q4 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 749 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Toast position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 275 Toast shares in Q2 2025, an estimated $9.12K.
  • Richards, Merrill & Peterson first reported a position in Toast in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Toast position peaked at $10K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.