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Wellington Shields Capital Management’s Toast TOST Stock Holding History

Wellington Shields Capital Management’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 		– Sell
-16,400
Closed -$435K – 347
2026
Q1 		$435K Sell
16,400
-3,000
-15% -$89.5K 0.07% 169
2025
Q4 		$689K Buy
+19,400
New +$699K 0.1% 130

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Principal Financial Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellington Shields Capital Management's TOST Position: Q2 2026 in Review

Wellington Shields Capital Management sold out of Toast (TOST) in Q2 2026, closing a stake of 16,400 shares — an estimated $435K sold.

Wellington Shields Capital Management first reported a position in TOST in Q4 2025 and held it in 2 quarters. The position peaked at $689K in Q4 2025. 403 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Wellington Shields Capital Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Wellington Shields Capital Management sold 16,400 Toast shares in Q2 2026, an estimated $435K.
  • Wellington Shields Capital Management first reported a position in Toast in Q4 2025 and held it in 2 quarters.
  • Wellington Shields Capital Management's Toast position peaked at $689K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.