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
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

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

Tortuga Wealth Management's TOST Position: Q1 2026 in Review

Tortuga Wealth Management increased its Toast (TOST) stake by 49% in Q1 2026, buying an estimated $155K and bringing the position to 15,850 shares worth $420K. The position accounts for 0.39% of the portfolio, ranked #58.

Tortuga Wealth Management first reported a position in TOST in Q4 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Tortuga Wealth Management held 15,850 shares of Toast worth $420K as of Q1 2026.
  • Tortuga Wealth Management bought 5,200 Toast shares in Q1 2026, an estimated $155K.
  • Toast made up 0.39% of Tortuga Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Tortuga Wealth Management first reported a position in Toast in Q4 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.