Wealth Enhancement Trust Services
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
Q3 		$656K Hold
22,615
– – 0.07% 195
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

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UBS Group
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Sumitomo Mitsui Trust Group
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BNP Paribas Asset Management
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Toast (TOST) position steady in Q3 2026 at 22,615 shares worth $656K. The position accounts for 0.07% of the portfolio, ranked #195.

Wealth Enhancement Trust Services first reported a position in TOST in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 571 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Wealth Enhancement Trust Services held 22,615 shares of Toast worth $656K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Toast share count unchanged in Q3 2026.
  • Toast made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #195 holding.
  • Wealth Enhancement Trust Services first reported a position in Toast in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Toast position peaked at $1.09M in Q4 2025.
  • 571 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.