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WCG Wealth Advisors’s Toast TOST Stock Holding History

WCG Wealth 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
-165,435
Closed -$5.87M – 547
2025
Q4 		$5.87M Buy
+165,435
New +$5.96M 0.16% 131
2024
Q4 		– Sell
-26,239
Closed -$743K – 320
2024
Q3 		$743K Sell
26,239
-2,678
-9% -$67.9K 0.05% 244
2024
Q2 		$745K Buy
28,917
+13,967
+93% +$338K 0.06% 216
2024
Q1 		$373K Sell
14,950
-11,750
-44% -$243K 0.03% 238
2023
Q4 		$488K Buy
+26,700
New +$438K 0.04% 253

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

WCG Wealth Advisors's TOST Position: Q1 2026 in Review

WCG Wealth Advisors sold out of Toast (TOST) in Q1 2026, closing a stake of 165,435 shares — an estimated $5.87M sold.

WCG Wealth Advisors first reported a position in TOST in Q4 2023 and held it in 5 quarters. The position peaked at $5.87M in Q4 2025. 760 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • WCG Wealth Advisors reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 165,435 Toast shares in Q1 2026, an estimated $5.87M.
  • WCG Wealth Advisors first reported a position in Toast in Q4 2023 and held it in 5 quarters.
  • WCG Wealth Advisors's Toast position peaked at $5.87M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.