SteelPeak Wealth’s Toast TOST Stock Holding History

SteelPeak 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	-20,270	Closed	-$740K	–	649
2025 Q3	$740K	Hold	20,270	–	–	0.02%	340
2025 Q2	$898K	Buy	20,270 +5,000	+33%	+$197K	0.03%	279
2025 Q1	$507K	Buy	+15,270	New	+$572K	0.02%	345

Other funds holding TOST

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

SteelPeak Wealth's TOST Position: Q4 2025 in Review

SteelPeak Wealth sold out of Toast (TOST) in Q4 2025, closing a stake of 20,270 shares — an estimated $740K sold.

SteelPeak Wealth first reported a position in TOST in Q1 2025 and held it in 3 quarters. The position peaked at $898K in Q2 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

SteelPeak Wealth reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 20,270 Toast shares in Q4 2025, an estimated $740K.
SteelPeak Wealth first reported a position in Toast in Q1 2025 and held it in 3 quarters.
SteelPeak Wealth's Toast position peaked at $898K in Q2 2025.
804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.