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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return