Wealthcare Advisory Partners’s Toast TOST Stock Holding History

Wealthcare Advisory 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 Q3	$810K	Sell	27,957 -953	-3%	-$30.7K	0.01%	601
2026 Q2	$804K	Buy	28,910 +3,481	+14%	+$90.8K	0.02%	577
2026 Q1	$674K	Sell	25,429 -3,978	-14%	-$119K	0.01%	614
2025 Q4	$1.04M	Buy	29,407 +20,312	+223%	+$732K	0.02%	505
2025 Q3	$332K	Buy	+9,095	New	+$395K	0.01%	817

Other funds holding TOST

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealthcare Advisory Partners's TOST Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Toast (TOST) stake by 3.3% in Q3 2026, selling an estimated $30.7K and leaving 27,957 shares worth $810K. The position accounts for 0.01% of the portfolio, ranked #601.

Wealthcare Advisory Partners first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 180 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Wealthcare Advisory Partners held 27,957 shares of Toast worth $810K as of Q3 2026.
Wealthcare Advisory Partners sold 953 Toast shares in Q3 2026, an estimated $30.7K.
Toast made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #601 holding.
Wealthcare Advisory Partners first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's Toast position peaked at $1.04M in Q4 2025.
180 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.