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Whipplewood Advisors’s Toast TOST Stock Holding History

Whipplewood 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
2026
Q2 		$1.31K Hold
47
– – ﹤0.01% 503
2026
Q1 		$1.25K Buy
47
+43
+1,075% +$1.28K ﹤0.01% 856
2025
Q4 		$142 Buy
+4
New +$144 ﹤0.01% 498
2025
Q3 		– Sell
-1,007
Closed -$44.6K – 1080
2025
Q2 		$44.6K Buy
1,007
+966
+2,356% +$38K 0.02% 330
2025
Q1 		$1.56K Sell
41
-6
-13% -$225 ﹤0.01% 937
2024
Q4 		$1.71K Buy
+47
New +$1.65K ﹤0.01% 909

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's TOST Position: Q2 2026 in Review

Whipplewood Advisors held its Toast (TOST) position steady in Q2 2026 at 47 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Whipplewood Advisors first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $44.6K in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Whipplewood Advisors held 47 shares of Toast worth $1.31K as of Q2 2026.
  • Whipplewood Advisors left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #503 holding.
  • Whipplewood Advisors first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Toast position peaked at $44.6K in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.