TWD
TOST icon

True Wealth Design’s Toast TOST Stock Holding History

True Wealth Design’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 		$1.64K Sell
59
-125
-68% -$3.26K ﹤0.01% 1776
2026
Q1 		$4.88K Buy
184
+152
+475% +$4.54K ﹤0.01% 1221
2025
Q4 		$1.14K Sell
32
-10
-24% -$361 ﹤0.01% 1663
2025
Q3 		$1.53K Hold
42
– – ﹤0.01% 1580
2025
Q2 		$1.86K Buy
42
+9
+27% +$354 ﹤0.01% 1207
2025
Q1 		$1.09K Buy
+33
New +$1.24K ﹤0.01% 1238

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 $3.38T AUM 44.17% 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

True Wealth Design's TOST Position: Q2 2026 in Review

True Wealth Design reduced its Toast (TOST) stake by 68% in Q2 2026, selling an estimated $3.26K and leaving 59 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

True Wealth Design first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.88K in Q1 2026. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • True Wealth Design held 59 shares of Toast worth $1.64K as of Q2 2026.
  • True Wealth Design sold 125 Toast shares in Q2 2026, an estimated $3.26K.
  • Toast made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1776 holding.
  • True Wealth Design first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Toast position peaked at $4.88K in Q1 2026.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.