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 Q3	$494K	Sell	17,024 -2,401	-12%	-$77.3K	0.21%	114
2026 Q2	$540K	Buy	19,425 +2,543	+15%	+$66.3K	0.24%	99
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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Whalen Wealth Management's TOST Position: Q3 2026 in Review

Whalen Wealth Management reduced its Toast (TOST) stake by 12% in Q3 2026, selling an estimated $77.3K and leaving 17,024 shares worth $494K. The position accounts for 0.21% of the portfolio, ranked #114.

Whalen Wealth Management first reported a position in TOST in Q4 2023 and has held it in 4 quarters since. The position peaked at $540K in Q2 2026. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Whalen Wealth Management held 17,024 shares of Toast worth $494K as of Q3 2026.
Whalen Wealth Management sold 2,401 Toast shares in Q3 2026, an estimated $77.3K.
Toast made up 0.21% of Whalen Wealth Management's portfolio in Q3 2026, its #114 holding.
Whalen Wealth Management first reported a position in Toast in Q4 2023 and has held it in 4 quarters since.
Whalen Wealth Management's Toast position peaked at $540K in Q2 2026.
22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.