Secure Asset Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Sell
8,054
-577
-7% -$15K 0.03% 298
2026
Q1
$229K Buy
8,631
+83
+1% +$2.48K 0.04% 292
2025
Q4
$304K Buy
8,548
+947
+12% +$34.1K 0.05% 263
2025
Q3
$271K Buy
7,601
+2,557
+51% +$111K 0.04% 257
2025
Q2
$223K Buy
+5,044
New +$198K 0.04% 293

Other funds holding TOST

Secure Asset Management's TOST Position: Q2 2026 in Review

Secure Asset Management reduced its Toast (TOST) stake by 6.7% in Q2 2026, selling an estimated $15K and leaving 8,054 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #298.

Secure Asset Management first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $304K in Q4 2025. 766 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Secure Asset Management held 8,054 shares of Toast worth $224K as of Q2 2026.
  • Secure Asset Management sold 577 Toast shares in Q2 2026, an estimated $15K.
  • Toast made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #298 holding.
  • Secure Asset Management first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • Secure Asset Management's Toast position peaked at $304K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.