WMS Partners’s Toast TOST Stock Holding History

WMS Partners’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 Q1	–	Sell	-5,700	Closed	-$208K	–	243
2024 Q4	$208K	Sell	5,700 -1,599	-22%	-$56.2K	0.01%	285
2024 Q3	$207K	Buy	+7,299	New	+$185K	0.01%	279

Other funds holding TOST

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMS Partners's TOST Position: Q1 2025 in Review

WMS Partners sold out of Toast (TOST) in Q1 2025, closing a stake of 5,700 shares — an estimated $208K sold.

WMS Partners first reported a position in TOST in Q3 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

WMS Partners reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 5,700 Toast shares in Q1 2025, an estimated $208K.
WMS Partners first reported a position in Toast in Q3 2024 and held it in 2 quarters.
WMS Partners's Toast position peaked at $208K in Q4 2024.
660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.