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Twin Peaks Wealth Advisors’s Toast TOST Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-79
Closed -$2.09K – 2021
2026
Q1 		$2.09K Buy
+79
New +$2.36K ﹤0.01% 1698
2025
Q3 		– Sell
-142
Closed -$6.26K – 1950
2025
Q2 		$6.26K Buy
+142
New +$5.58K ﹤0.01% 1186

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's TOST Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Toast (TOST) in Q2 2026, closing a stake of 79 shares — an estimated $2.09K sold.

Twin Peaks Wealth Advisors first reported a position in TOST in Q2 2025 and held it in 2 quarters. The position peaked at $6.26K in Q2 2025. 720 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 79 Toast shares in Q2 2026, an estimated $2.09K.
  • Twin Peaks Wealth Advisors first reported a position in Toast in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Toast position peaked at $6.26K in Q2 2025.
  • 720 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.