SWM
TOST icon

Spire Wealth Management’s Toast TOST Stock Holding History

Spire 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 		$31.5K Sell
1,131
-869
-43% -$22.7K ﹤0.01% 1301
2026
Q1 		$53K Buy
2,000
+300
+18% +$8.95K ﹤0.01% 1155
2025
Q4 		$60.4K Sell
1,700
-2,110
-55% -$76.1K ﹤0.01% 1127
2025
Q3 		$139K Sell
3,810
-1,505
-28% -$65.3K ﹤0.01% 893
2025
Q2 		$235K Buy
5,315
+4,565
+609% +$179K 0.01% 720
2025
Q1 		$24.9K Sell
750
-450
-38% -$16.8K ﹤0.01% 1533
2024
Q4 		$43.7K Buy
1,200
+100
+9% +$3.51K ﹤0.01% 1325
2024
Q3 		$31.1K Sell
1,100
-701
-39% -$17.8K ﹤0.01% 1292
2024
Q2 		$46.4K Sell
1,801
-5,295
-75% -$128K ﹤0.01% 1151
2024
Q1 		$177K Buy
7,096
+5,478
+339% +$113K ﹤0.01% 804
2023
Q4 		$28.1K Sell
1,618
-220
-12% -$3.61K ﹤0.01% 1415
2023
Q3 		$34.4K Buy
1,838
+1,522
+482% +$33K ﹤0.01% 1305
2023
Q2 		$7.13K Sell
316
-1,980
-86% -$39.5K ﹤0.01% 1907
2023
Q1 		$40.8K Buy
2,296
+2,196
+2,196% +$43.3K ﹤0.01% 1281
2022
Q4 		$2K Hold
100
– – ﹤0.01% 2113
2022
Q3 		$2K Hold
100
– – ﹤0.01% 2001
2022
Q2 		$1K Buy
+100
New +$1.66K ﹤0.01% 2582

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Toast (TOST) stake by 43% in Q2 2026, selling an estimated $22.7K and leaving 1,131 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Spire Wealth Management first reported a position in TOST in Q2 2022 and has held it in 17 quarters since. The position peaked at $235K in Q2 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Spire Wealth Management held 1,131 shares of Toast worth $31.5K as of Q2 2026.
  • Spire Wealth Management sold 869 Toast shares in Q2 2026, an estimated $22.7K.
  • Toast made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1301 holding.
  • Spire Wealth Management first reported a position in Toast in Q2 2022 and has held it in 17 quarters since.
  • Spire Wealth Management's Toast position peaked at $235K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.