SWM
TOST icon

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
Q2 		$53.6K Buy
1,926
+778
+68% +$20.3K ﹤0.01% 529
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

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 $3.38T AUM 44.17% 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

SHP Wealth Management's TOST Position: Q2 2026 in Review

SHP Wealth Management increased its Toast (TOST) stake by 68% in Q2 2026, buying an estimated $20.3K and bringing the position to 1,926 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

SHP Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • SHP Wealth Management held 1,926 shares of Toast worth $53.6K as of Q2 2026.
  • SHP Wealth Management bought 778 Toast shares in Q2 2026, an estimated $20.3K.
  • Toast made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #529 holding.
  • SHP Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.