SMART Wealth’s Toast TOST Stock Holding History

SMART Wealth’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
2025 Q4	–	Sell	-6,516	Closed	-$238K	–	199
2025 Q3	$238K	Buy	+6,516	New	+$283K	0.09%	130

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 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

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

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

XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

SMART Wealth's TOST Position: Q4 2025 in Review

SMART Wealth sold out of Toast (TOST) in Q4 2025, closing a stake of 6,516 shares — an estimated $238K sold.

SMART Wealth first reported a position in TOST in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 800 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

SMART Wealth reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
SMART Wealth sold 6,516 Toast shares in Q4 2025, an estimated $238K.
SMART Wealth first reported a position in Toast in Q3 2025 and held it in 1 quarter.
SMART Wealth's Toast position peaked at $238K in Q3 2025.
800 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.