Wealthspire Advisors (New York)’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Buy
+7,659
New +$200K ﹤0.01% 1145
2026
Q1
– Sell
-11,985
Closed -$426K – 1090
2025
Q4
$426K Buy
11,985
+4,061
+51% +$146K ﹤0.01% 665
2025
Q3
$289K Buy
+7,924
New +$344K ﹤0.01% 685

Other funds holding TOST

Wealthspire Advisors (New York)'s TOST Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Toast (TOST) in Q2 2026: 7,659 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1145 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in TOST as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. The position peaked at $426K in Q4 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Wealthspire Advisors (New York) held 7,659 shares of Toast worth $213K as of Q2 2026.
  • Toast was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Toast made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1145 holding.
  • Wealthspire Advisors (New York) first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Toast position peaked at $426K in Q4 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.