SWC
TOST icon

Spectrum Wealth Counsel’s Toast TOST Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$996 Hold
30
– – ﹤0.01% 332
2024
Q4 		$1.09K Hold
30
– – ﹤0.01% 330
2024
Q3 		$850 Buy
+30
New +$760 ﹤0.01% 370

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Counsel's TOST Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Toast (TOST) position steady in Q1 2025 at 30 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Spectrum Wealth Counsel first reported a position in TOST in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.09K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Spectrum Wealth Counsel held 30 shares of Toast worth $996 as of Q1 2025.
  • Spectrum Wealth Counsel left its Toast share count unchanged in Q1 2025.
  • Toast made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #332 holding.
  • Spectrum Wealth Counsel first reported a position in Toast in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Toast position peaked at $1.09K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.