UWS
TOST icon

Unique Wealth Strategies’s Toast TOST Stock Holding History

Unique Wealth Strategies’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
2025
Q4 		– Sell
-14,528
Closed -$530K – 265
2025
Q3 		$530K Sell
14,528
-52
-0.4% -$2.26K 0.21% 156
2025
Q2 		$646K Sell
14,580
-1,272
-8% -$50K 0.27% 95
2025
Q1 		$526K Buy
+15,852
New +$594K 0.24% 125

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Unique Wealth Strategies's TOST Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Toast (TOST) in Q4 2025, closing a stake of 14,528 shares — an estimated $530K sold.

Unique Wealth Strategies first reported a position in TOST in Q1 2025 and held it in 3 quarters. The position peaked at $646K in Q2 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Unique Wealth Strategies reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 14,528 Toast shares in Q4 2025, an estimated $530K.
  • Unique Wealth Strategies first reported a position in Toast in Q1 2025 and held it in 3 quarters.
  • Unique Wealth Strategies's Toast position peaked at $646K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.