SJS Investment Consulting’s Toast TOST Stock Holding History

SJS Investment Consulting’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	$8.25K	Sell	311 -62	-17%	-$1.85K	﹤0.01%	898
2025 Q4	$13.2K	Buy	373 +279	+297%	+$10.1K	﹤0.01%	721
2025 Q3	$3.43K	Sell	94 -3	-3%	-$130	﹤0.01%	745
2025 Q2	$4.3K	Sell	97 -9	-8%	-$354	﹤0.01%	423
2025 Q1	$3.52K	Buy	106 +4	+4%	+$150	﹤0.01%	544
2024 Q4	$3.72K	Buy	102 +82	+410%	+$2.88K	﹤0.01%	504
2024 Q3	$567	Buy	20 +10	+100%	+$253	﹤0.01%	1284
2024 Q2	$258	Buy	10 +3	+43%	+$73	﹤0.01%	1463
2024 Q1	$175	Sell	7 -2	-22%	-$41	﹤0.01%	1506
2023 Q4	$165	Sell	9 -2	-18%	-$33	﹤0.01%	1496
2023 Q3	$207	Buy	11 +4	+57%	+$87	﹤0.01%	1447
2023 Q2	$158	Buy	7 +4	+133%	+$80	﹤0.01%	1452
2023 Q1	$54	Buy	+3	New	+$59	﹤0.01%	1508

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 New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 $2.9T AUM 29.55% 1-Year Est. Return