United Financial Planning Group’s Toast TOST Stock Holding History

United Financial Planning Group’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	–	Sell	-40	Closed	-$1.42K	–	621
2025 Q4	$1.42K	Buy	+40	New	+$1.44K	﹤0.01%	347

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

United Financial Planning Group's TOST Position: Q1 2026 in Review

United Financial Planning Group sold out of Toast (TOST) in Q1 2026, closing a stake of 40 shares — an estimated $1.42K sold.

United Financial Planning Group first reported a position in TOST in Q4 2025 and held it in 1 quarter. The position peaked at $1.42K in Q4 2025. 761 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

United Financial Planning Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 40 Toast shares in Q1 2026, an estimated $1.42K.
United Financial Planning Group first reported a position in Toast in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Toast position peaked at $1.42K in Q4 2025.
761 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.