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Whalen Wealth Management’s Toast TOST Stock Holding History

Whalen Wealth 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
Q1 		$448K Buy
+16,882
New +$504K 0.24% 106
2024
Q1 		– Sell
-13,468
Closed -$246K – 158
2023
Q4 		$246K Buy
+13,468
New +$221K 0.22% 94

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whalen Wealth Management's TOST Position: Q1 2026 in Review

Whalen Wealth Management opened a new position in Toast (TOST) in Q1 2026: 16,882 shares worth $448K. The stake represents 0.24% of the portfolio and ranks #106 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in TOST as recently as Q4 2023.

Whalen Wealth Management first reported a position in TOST in Q4 2023 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Whalen Wealth Management held 16,882 shares of Toast worth $448K as of Q1 2026.
  • Toast was a new Whalen Wealth Management position in Q1 2026.
  • Toast made up 0.24% of Whalen Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Whalen Wealth Management first reported a position in Toast in Q4 2023 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.