Total Wealth Planning & Management’s Toast TOST Stock Holding History

Total Wealth Planning & 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 Q2	$814K	Buy	+18,388	New	+$723K	0.66%	39

Other funds holding TOST

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Total Wealth Planning & Management's TOST Position: Q2 2025 in Review

Total Wealth Planning & Management opened a new position in Toast (TOST) in Q2 2025: 18,388 shares worth $814K. The stake represents 0.66% of the portfolio and ranks #39 among its holdings.

749 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

Total Wealth Planning & Management held 18,388 shares of Toast worth $814K as of Q2 2025.
Toast was a new Total Wealth Planning & Management position in Q2 2025.
Toast made up 0.66% of Total Wealth Planning & Management's portfolio in Q2 2025, its #39 holding.
749 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.