Wealth Enhancement Advisory Services
TOST icon

Wealth Enhancement Advisory Services’s Toast TOST Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.63M Buy
53,392
+43,325
+430% +$1.4M ﹤0.01% 1819
2026
Q2 		$295K Sell
10,067
-2,961
-23% -$77.2K ﹤0.01% 3222
2026
Q1 		$345K Sell
13,028
-11,717
-47% -$350K ﹤0.01% 2639
2025
Q4 		$893K Sell
24,745
-4,974
-17% -$179K ﹤0.01% 2036
2025
Q3 		$1.1M Sell
29,719
-2,498
-8% -$108K ﹤0.01% 1786
2025
Q2 		$1.4M Buy
32,217
+6,111
+23% +$240K ﹤0.01% 1545
2025
Q1 		$866K Buy
26,106
+3,355
+15% +$126K ﹤0.01% 1673
2024
Q4 		$829K Buy
22,751
+3,713
+20% +$130K ﹤0.01% 1646
2024
Q3 		$539K Sell
19,038
-8,666
-31% -$220K ﹤0.01% 1784
2024
Q2 		$714K Sell
27,704
-18,658
-40% -$451K ﹤0.01% 1435
2024
Q1 		$1.16M Buy
46,362
+8,095
+21% +$168K ﹤0.01% 1169
2023
Q4 		$699K Sell
38,267
-10,486
-22% -$172K ﹤0.01% 1322
2023
Q3 		$913K Buy
+48,753
New +$1.06M ﹤0.01% 1139

Other funds holding TOST

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services's TOST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Toast (TOST) stake by 430% in Q3 2026, buying an estimated $1.4M and bringing the position to 53,392 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Wealth Enhancement Advisory Services first reported a position in TOST in Q3 2023 and has held it in 13 quarters since. 231 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 53,392 shares of Toast worth $1.63M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 43,325 Toast shares in Q3 2026, an estimated $1.4M.
  • Toast made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1819 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toast in Q3 2023 and has held it in 13 quarters since.
  • 231 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.