SHP Wealth Management’s Toast TOST Stock Holding History

SHP 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	$30.4K	Buy	1,148 +340	+42%	+$10.1K	﹤0.01%	614
2025 Q4	$28.7K	Buy	+808	New	+$29.1K	﹤0.01%	604

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SHP Wealth Management increased its Toast (TOST) stake by 42% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,148 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

SHP Wealth Management first reported a position in TOST in Q4 2025 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

SHP Wealth Management held 1,148 shares of Toast worth $30.4K as of Q1 2026.
SHP Wealth Management bought 340 Toast shares in Q1 2026, an estimated $10.1K.
Toast made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #614 holding.
SHP Wealth Management first reported a position in Toast in Q4 2025 and has held it in 2 quarters since.
758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.