TWM
TOST icon

Tortuga Wealth Management’s Toast TOST Stock Holding History

Tortuga 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 		$316K Sell
11,350
-4,500
-28% -$117K 0.24% 102
2026
Q1 		$420K Buy
15,850
+5,200
+49% +$155K 0.39% 58
2025
Q4 		$378K Buy
+10,650
New +$384K 0.4% 57

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

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

Tortuga Wealth Management reduced its Toast (TOST) stake by 28% in Q2 2026, selling an estimated $117K and leaving 11,350 shares worth $316K. The position accounts for 0.24% of the portfolio, ranked #102.

Tortuga Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q1 2026. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Tortuga Wealth Management held 11,350 shares of Toast worth $316K as of Q2 2026.
  • Tortuga Wealth Management sold 4,500 Toast shares in Q2 2026, an estimated $117K.
  • Toast made up 0.24% of Tortuga Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Tortuga Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Tortuga Wealth Management's Toast position peaked at $420K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.