Tortuga Wealth Management
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
Q3 		$329K Hold
11,350
– – 0.23% 92
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

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Geode Capital Management
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Tortuga Wealth Management's TOST Position: Q3 2026 in Review

Tortuga Wealth Management held its Toast (TOST) position steady in Q3 2026 at 11,350 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #92.

Tortuga Wealth Management first reported a position in TOST in Q4 2025 and has held it in 4 quarters since. The position peaked at $420K in Q1 2026. 400 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Tortuga Wealth Management held 11,350 shares of Toast worth $329K as of Q3 2026.
  • Tortuga Wealth Management left its Toast share count unchanged in Q3 2026.
  • Toast made up 0.23% of Tortuga Wealth Management's portfolio in Q3 2026, its #92 holding.
  • Tortuga Wealth Management first reported a position in Toast in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Toast position peaked at $420K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.