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United Capital Financial Advisors’s Toast TOST Stock Holding History

United Capital Financial Advisors’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 		$264K Sell
9,491
-4,157
-30% -$108K ﹤0.01% 1419
2026
Q1 		$362K Sell
13,648
-27,399
-67% -$818K ﹤0.01% 1238
2025
Q4 		$1.46M Buy
41,047
+11,211
+38% +$404K 0.01% 618
2025
Q3 		$1.09M Buy
29,836
+25,060
+525% +$1.09M 0.01% 616
2025
Q2 		$212K Buy
+4,776
New +$188K ﹤0.01% 1031

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's TOST Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Toast (TOST) stake by 30% in Q2 2026, selling an estimated $108K and leaving 9,491 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

United Capital Financial Advisors first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.46M in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • United Capital Financial Advisors held 9,491 shares of Toast worth $264K as of Q2 2026.
  • United Capital Financial Advisors sold 4,157 Toast shares in Q2 2026, an estimated $108K.
  • Toast made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1419 holding.
  • United Capital Financial Advisors first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Toast position peaked at $1.46M in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.