Udine Wealth Management
TOST icon

Udine Wealth Management’s Toast TOST Stock Holding History

Udine Wealth Management’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
Q3 		$3.17M Buy
109,319
+1,026
+0.9% +$33K 1.25% 22
2026
Q2 		$3.01M Buy
+108,293
New +$2.82M 1.24% 24
2025
Q3 		– Sell
-28,901
Closed -$1.28M – 38
2025
Q2 		$1.28M Buy
+28,901
New +$1.14M 0.68% 30

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Udine Wealth Management's TOST Position: Q3 2026 in Review

Udine Wealth Management increased its Toast (TOST) stake by 0.95% in Q3 2026, buying an estimated $33K and bringing the position to 109,319 shares worth $3.17M. The position accounts for 1.25% of the portfolio, ranked #22.

Udine Wealth Management first reported a position in TOST in Q2 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Udine Wealth Management held 109,319 shares of Toast worth $3.17M as of Q3 2026.
  • Udine Wealth Management bought 1,026 Toast shares in Q3 2026, an estimated $33K.
  • Toast made up 1.25% of Udine Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Udine Wealth Management first reported a position in Toast in Q2 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Udine Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.