RWM
TOST icon

Ritholtz Wealth Management’s Toast TOST Stock Holding History

Ritholtz 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
Q1 		$215K Sell
8,093
-36
-0.4% -$1.07K ﹤0.01% 1110
2025
Q4 		$289K Buy
8,129
+165
+2% +$5.95K 0.01% 908
2025
Q3 		$291K Sell
7,964
-933
-10% -$40.5K 0.01% 844
2025
Q2 		$394K Buy
+8,897
New +$350K 0.01% 706

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

Ritholtz Wealth Management's TOST Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Toast (TOST) stake by 0.44% in Q1 2026, selling an estimated $1.07K and leaving 8,093 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Ritholtz Wealth Management first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $394K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Ritholtz Wealth Management held 8,093 shares of Toast worth $215K as of Q1 2026.
  • Ritholtz Wealth Management sold 36 Toast shares in Q1 2026, an estimated $1.07K.
  • Toast made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1110 holding.
  • Ritholtz Wealth Management first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Toast position peaked at $394K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.