SWP
TOST icon

Stratos Wealth Partners’s Toast TOST Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-7,285
Closed -$259K – 1692
2025
Q4 		$259K Sell
7,285
-990
-12% -$35.7K ﹤0.01% 1370
2025
Q3 		$302K Buy
8,275
+2,020
+32% +$87.7K ﹤0.01% 1249
2025
Q2 		$277K Sell
6,255
-608
-9% -$23.9K ﹤0.01% 1174
2025
Q1 		$228K Sell
6,863
-1,599
-19% -$59.9K ﹤0.01% 1223
2024
Q4 		$308K Buy
+8,462
New +$297K ﹤0.01% 1138
2024
Q3 		– Sell
-8,850
Closed -$228K – 1516
2024
Q2 		$228K Buy
+8,850
New +$214K ﹤0.01% 1215
2022
Q1 		– Sell
-5,810
Closed -$202K – 1353
2021
Q4 		$202K Buy
5,810
+480
+9% +$22.2K ﹤0.01% 1167
2021
Q3 		$266K Buy
+5,330
New +$291K 0.01% 982

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stratos Wealth Partners's TOST Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Toast (TOST) in Q1 2026, closing a stake of 7,285 shares — an estimated $259K sold.

Stratos Wealth Partners first reported a position in TOST in Q3 2021 and held it in 8 quarters. The position peaked at $308K in Q4 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,285 Toast shares in Q1 2026, an estimated $259K.
  • Stratos Wealth Partners first reported a position in Toast in Q3 2021 and held it in 8 quarters.
  • Stratos Wealth Partners's Toast position peaked at $308K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.