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
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

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's TOST Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Toast (TOST) stake by 23% in Q2 2026, selling an estimated $77.2K and leaving 10,067 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

Wealth Enhancement Advisory Services first reported a position in TOST in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.4M in Q2 2025. 107 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,067 shares of Toast worth $295K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,961 Toast shares in Q2 2026, an estimated $77.2K.
  • Toast made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3222 holding.
  • Wealth Enhancement Advisory Services first reported a position in Toast in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Toast position peaked at $1.4M in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.