UCFA
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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's TOST Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Toast (TOST) stake by 67% in Q1 2026, selling an estimated $818K and leaving 13,648 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

United Capital Financial Advisors first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.46M in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • United Capital Financial Advisors held 13,648 shares of Toast worth $362K as of Q1 2026.
  • United Capital Financial Advisors sold 27,399 Toast shares in Q1 2026, an estimated $818K.
  • Toast made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1238 holding.
  • United Capital Financial Advisors first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Toast position peaked at $1.46M in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.