UBS AM
TOST icon

UBS AM’s Toast TOST Stock Holding History

UBS AM’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 		$55.4M Buy
1,992,308
+149,706
+8% +$3.9M 0.01% 633
2026
Q1 		$48.8M Sell
1,842,602
-46,872
-2% -$1.4M 0.01% 629
2025
Q4 		$67.1M Sell
1,889,474
-5,403
-0.3% -$195K 0.01% 560
2025
Q3 		$69.2M Sell
1,894,877
-434,849
-19% -$18.9M 0.02% 543
2025
Q2 		$103M Buy
2,329,726
+569,584
+32% +$22.4M 0.02% 531
2025
Q1 		$58.4M Buy
1,760,142
+108,234
+7% +$4.05M 0.01% 658
2024
Q4 		$60.2M Buy
1,651,908
+147,267
+10% +$5.17M 0.01% 629
2024
Q3 		$42.6M Buy
1,504,641
+218,313
+17% +$5.53M 0.01% 705
2024
Q2 		$33.1M Buy
1,286,328
+254,524
+25% +$6.15M 0.01% 713
2024
Q1 		$25.7M Sell
1,031,804
-63,293
-6% -$1.31M 0.01% 727
2023
Q4 		$20M Buy
1,095,097
+8,411
+0.8% +$138K 0.01% 765
2023
Q3 		$20.4M Buy
1,086,686
+218,524
+25% +$4.74M 0.01% 758
2023
Q2 		$15.4M Hold
868,162
– – 0.01% 829
2023
Q1 		$15.4M Buy
868,162
+206,486
+31% +$4.07M 0.01% 829
2022
Q4 		$11.9M Buy
661,676
+554,845
+519% +$10.4M 0.01% 875
2022
Q3 		$1.79M Buy
+106,831
New +$1.85M ﹤0.01% 1664

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 $3.37T 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

UBS AM's TOST Position: Q2 2026 in Review

UBS AM increased its Toast (TOST) stake by 8.1% in Q2 2026, buying an estimated $3.9M and bringing the position to 1,992,308 shares worth $55.4M. The position accounts for 0.01% of the portfolio, ranked #633.

UBS AM first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $103M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • UBS AM held 1,992,308 shares of Toast worth $55.4M as of Q2 2026.
  • UBS AM bought 149,706 Toast shares in Q2 2026, an estimated $3.9M.
  • Toast made up 0.01% of UBS AM's portfolio in Q2 2026, its #633 holding.
  • UBS AM first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • UBS AM's Toast position peaked at $103M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.