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Westover Capital Advisors’s Toast TOST Stock Holding History

Westover Capital Advisors’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
2025
Q4 		– Sell
-5,750
Closed -$210K – 239
2025
Q3 		$210K Sell
5,750
-70
-1% -$3.04K 0.04% 213
2025
Q2 		$258K Buy
+5,820
New +$229K 0.05% 200
2025
Q1 		– Sell
-5,820
Closed -$212K – 248
2024
Q4 		$212K Buy
+5,820
New +$205K 0.05% 227

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Westover Capital Advisors's TOST Position: Q4 2025 in Review

Westover Capital Advisors sold out of Toast (TOST) in Q4 2025, closing a stake of 5,750 shares — an estimated $210K sold.

Westover Capital Advisors first reported a position in TOST in Q4 2024 and held it in 3 quarters. The position peaked at $258K in Q2 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Westover Capital Advisors reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 5,750 Toast shares in Q4 2025, an estimated $210K.
  • Westover Capital Advisors first reported a position in Toast in Q4 2024 and held it in 3 quarters.
  • Westover Capital Advisors's Toast position peaked at $258K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Westover Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.