WETS
TOST icon

Wealth Enhancement Trust Services’s Toast TOST Stock Holding History

Wealth Enhancement Trust 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 		$629K Sell
22,615
-6,200
-22% -$162K 0.07% 189
2026
Q1 		$764K Sell
28,815
-1,785
-6% -$53.3K 0.09% 178
2025
Q4 		$1.09M Buy
+30,600
New +$1.1M 0.14% 128

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Toast (TOST) stake by 22% in Q2 2026, selling an estimated $162K and leaving 22,615 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #189.

Wealth Enhancement Trust Services first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 505 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Wealth Enhancement Trust Services held 22,615 shares of Toast worth $629K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 6,200 Toast shares in Q2 2026, an estimated $162K.
  • Toast made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #189 holding.
  • Wealth Enhancement Trust Services first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Toast position peaked at $1.09M in Q4 2025.
  • 505 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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