Toth Financial Advisory’s Toast TOST Stock Holding History

Toth Financial Advisory’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	$84.7K	Hold	3,045	–	–	0.01%	316
2026 Q1	$80.7K	Buy	3,045 +1,000	+49%	+$29.8K	0.01%	299
2025 Q4	$72.6K	Buy	2,045 +1,045	+105%	+$37.7K	0.01%	303
2025 Q3	$36.5K	Sell	1,000 -40	-4%	-$1.74K	﹤0.01%	396
2025 Q2	$46.1K	Buy	1,040 +40	+4%	+$1.57K	0.01%	319
2025 Q1	$33.2K	Hold	1,000	–	–	﹤0.01%	338
2024 Q4	$36.5K	Hold	1,000	–	–	﹤0.01%	333
2024 Q3	$28.3K	Buy	+1,000	New	+$25.3K	﹤0.01%	347
2024 Q2	–	Sell	-12,230	Closed	-$305K	–	788
2024 Q1	$305K	Buy	+12,230	New	+$253K	0.04%	185
2023 Q4	–	Sell	-334	Closed	-$6.26K	–	790
2023 Q3	$6.26K	Hold	334	–	–	﹤0.01%	498
2023 Q2	$7.54K	Hold	334	–	–	﹤0.01%	504
2023 Q1	$5.93K	Hold	334	–	–	﹤0.01%	524
2022 Q4	$6.02K	Hold	334	–	–	﹤0.01%	485
2022 Q3	$6K	Hold	334	–	–	﹤0.01%	534
2022 Q2	$4K	Hold	334	–	–	﹤0.01%	535
2022 Q1	$7K	Buy	+334	New	+$7.54K	﹤0.01%	512

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Toth Financial Advisory's TOST Position: Q2 2026 in Review

Toth Financial Advisory held its Toast (TOST) position steady in Q2 2026 at 3,045 shares worth $84.7K. The position accounts for 0.01% of the portfolio, ranked #316.

Toth Financial Advisory first reported a position in TOST in Q1 2022 and has held it in 16 quarters since. The position peaked at $305K in Q1 2024. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Toth Financial Advisory held 3,045 shares of Toast worth $84.7K as of Q2 2026.
Toth Financial Advisory left its Toast share count unchanged in Q2 2026.
Toast made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #316 holding.
Toth Financial Advisory first reported a position in Toast in Q1 2022 and has held it in 16 quarters since.
Toth Financial Advisory's Toast position peaked at $305K in Q1 2024.
765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.