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Wealth Management Partners’s Toast TOST Stock Holding History

Wealth Management Partners’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
-8,783
Closed -$312K – 155
2025
Q4 		$312K Buy
8,783
+2,483
+39% +$89.5K 0.09% 121
2025
Q3 		$230K Buy
6,300
+800
+15% +$34.7K 0.07% 127
2025
Q2 		$247K Buy
+5,500
New +$216K 0.09% 121
2024
Q1 		– Sell
-10,443
Closed -$191K – 126
2023
Q4 		$191K Buy
+10,443
New +$171K 0.11% 115

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

Wealth Management Partners's TOST Position: Q1 2026 in Review

Wealth Management Partners sold out of Toast (TOST) in Q1 2026, closing a stake of 8,783 shares — an estimated $312K sold.

Wealth Management Partners first reported a position in TOST in Q4 2023 and held it in 4 quarters. The position peaked at $312K in Q4 2025. 759 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Wealth Management Partners reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Partners sold 8,783 Toast shares in Q1 2026, an estimated $312K.
  • Wealth Management Partners first reported a position in Toast in Q4 2023 and held it in 4 quarters.
  • Wealth Management Partners's Toast position peaked at $312K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.