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 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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

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

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Wealthcare Advisory Partners's TOST Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Toast (TOST) stake by 14% in Q2 2026, buying an estimated $90.8K and bringing the position to 28,910 shares worth $804K. The position accounts for 0.02% of the portfolio, ranked #577.

Wealthcare Advisory Partners first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 173 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Wealthcare Advisory Partners held 28,910 shares of Toast worth $804K as of Q2 2026.
Wealthcare Advisory Partners bought 3,481 Toast shares in Q2 2026, an estimated $90.8K.
Toast made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #577 holding.
Wealthcare Advisory Partners first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
Wealthcare Advisory Partners's Toast position peaked at $1.04M in Q4 2025.
173 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.