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Tortoise Investment Management’s Toast TOST Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-100
Closed -$2 – 1332
2025
Q3 		$2 Hold
100
– – ﹤0.01% 1554
2025
Q2 		$435 Sell
100
-100
-50% -$3.93K ﹤0.01% 1107
2025
Q1 		$250 Buy
+200
New +$7.49K ﹤0.01% 795
2024
Q4 		– Sell
-200
Closed -$436 – 901
2024
Q3 		$436 Buy
+200
New +$5.07K ﹤0.01% 846

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 $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
XL
XN LP New York $2.72B AUM 46.67% 1-Year Est. Return

Tortoise Investment Management's TOST Position: Q4 2025 in Review

Tortoise Investment Management sold out of Toast (TOST) in Q4 2025, closing a stake of 276 shares — an estimated $10.1K sold.

Tortoise Investment Management first reported a position in TOST in Q2 2025 and held it in 2 quarters. The position peaked at $12.2K in Q2 2025. 800 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Tortoise Investment Management reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 276 Toast shares in Q4 2025, an estimated $10.1K.
  • Tortoise Investment Management first reported a position in Toast in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Toast position peaked at $12.2K in Q2 2025.
  • 800 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.