UWM
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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
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 $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Udine Wealth Management's TOST Position: Q2 2026 in Review

Udine Wealth Management opened a new position in Toast (TOST) in Q2 2026: 108,293 shares worth $3.01M. The stake represents 1.24% of the portfolio and ranks #24 among its holdings. This is a return to the name: Udine Wealth Management previously reported a position in TOST as recently as Q2 2025.

Udine Wealth Management first reported a position in TOST in Q2 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Udine Wealth Management held 108,293 shares of Toast worth $3.01M as of Q2 2026.
  • Toast was a new Udine Wealth Management position in Q2 2026.
  • Toast made up 1.24% of Udine Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Udine Wealth Management first reported a position in Toast in Q2 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Udine Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.