VFA
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Valeo Financial Advisors’s Toast TOST Stock Holding History

Valeo 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 		– Sell
-8,024
Closed -$285K – 882
2025
Q4 		$285K Buy
8,024
+2,105
+36% +$75.9K 0.01% 641
2025
Q3 		$216K Buy
5,919
+1,201
+25% +$52.1K ﹤0.01% 733
2025
Q2 		$209K Buy
+4,718
New +$185K 0.01% 698

Other funds holding TOST

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Valeo Financial Advisors's TOST Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Toast (TOST) in Q1 2026, closing a stake of 8,024 shares — an estimated $285K sold.

Valeo Financial Advisors first reported a position in TOST in Q2 2025 and held it in 3 quarters. The position peaked at $285K in Q4 2025. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,024 Toast shares in Q1 2026, an estimated $285K.
  • Valeo Financial Advisors first reported a position in Toast in Q2 2025 and held it in 3 quarters.
  • Valeo Financial Advisors's Toast position peaked at $285K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.