Steward Partners Investment Advisory’s Toast TOST Stock Holding History

Steward Partners Investment Advisory’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	$257K	Sell	9,243 -4,309	-32%	-$112K	﹤0.01%	2091
2026 Q1	$359K	Sell	13,552 -966	-7%	-$28.8K	﹤0.01%	1700
2025 Q4	$516K	Sell	14,518 -639	-4%	-$23K	﹤0.01%	1401
2025 Q3	$553K	Sell	15,157 -5,620	-27%	-$244K	﹤0.01%	1318
2025 Q2	$920K	Buy	20,777 +7,064	+52%	+$278K	0.01%	1023
2025 Q1	$455K	Sell	13,713 -9,763	-42%	-$366K	﹤0.01%	1263
2024 Q4	$856K	Buy	23,476 +211	+0.9%	+$7.41K	0.01%	934
2024 Q3	$659K	Sell	23,265 -234	-1%	-$5.93K	0.01%	1003
2024 Q2	$606K	Sell	23,499 -14,123	-38%	-$341K	0.01%	982
2024 Q1	$938K	Buy	37,622 +34,014	+943%	+$704K	0.01%	818
2023 Q4	$65.9K	Buy	3,608 +400	+12%	+$6.56K	﹤0.01%	1859
2023 Q3	$60.1K	Buy	3,208 +2,008	+167%	+$43.6K	﹤0.01%	1823
2023 Q2	$27.1K	Hold	1,200	–	–	﹤0.01%	2140
2023 Q1	$21.3K	Buy	1,200 +200	+20%	+$3.94K	﹤0.01%	2226
2022 Q4	$18K	Hold	1,000	–	–	﹤0.01%	2289
2022 Q3	$17K	Hold	1,000	–	–	﹤0.01%	2306
2022 Q2	$13K	Hold	1,000	–	–	﹤0.01%	2424
2022 Q1	$22K	Hold	1,000	–	–	﹤0.01%	2320
2021 Q4	$35K	Hold	1,000	–	–	﹤0.01%	2073
2021 Q3	$50K	Buy	+1,000	New	+$54.7K	﹤0.01%	1895

Other funds holding TOST

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

Steward Partners Investment Advisory's TOST Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Toast (TOST) stake by 32% in Q2 2026, selling an estimated $112K and leaving 9,243 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Steward Partners Investment Advisory first reported a position in TOST in Q3 2021 and has held it in 20 quarters since. The position peaked at $938K in Q1 2024. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Steward Partners Investment Advisory held 9,243 shares of Toast worth $257K as of Q2 2026.
Steward Partners Investment Advisory sold 4,309 Toast shares in Q2 2026, an estimated $112K.
Toast made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2091 holding.
Steward Partners Investment Advisory first reported a position in Toast in Q3 2021 and has held it in 20 quarters since.
Steward Partners Investment Advisory's Toast position peaked at $938K in Q1 2024.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.