Unified Investment Management’s Toast TOST Stock Holding History

Unified Investment 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	$432K	Buy	+15,541	New	+$405K	0.4%	85

Other funds holding TOST

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

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

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $363M AUM 19.48% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Unified Investment Management's TOST Position: Q2 2026 in Review

Unified Investment Management opened a new position in Toast (TOST) in Q2 2026: 15,541 shares worth $432K. The stake represents 0.4% of the portfolio and ranks #85 among its holdings.

198 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Unified Investment Management held 15,541 shares of Toast worth $432K as of Q2 2026.
Toast was a new Unified Investment Management position in Q2 2026.
Toast made up 0.4% of Unified Investment Management's portfolio in Q2 2026, its #85 holding.
198 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.