XWM
TOST icon

Xcel Wealth Management’s Toast TOST Stock Holding History

Xcel 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
Q2 		– Sell
-75,481
Closed -$2M – 146
2026
Q1 		$2M Sell
75,481
-2,315
-3% -$69.1K 0.55% 49
2025
Q4 		$2.76M Sell
77,796
-1,800
-2% -$64.9K 0.7% 37
2025
Q3 		$2.91M Buy
79,596
+1,200
+2% +$52.1K 0.76% 36
2025
Q2 		$3.47M Buy
78,396
+4,089
+6% +$161K 0.99% 29
2025
Q1 		$2.46M Buy
+74,307
New +$2.78M 0.77% 32

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 $3.37T AUM 44.26% 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

Xcel Wealth Management's TOST Position: Q2 2026 in Review

Xcel Wealth Management sold out of Toast (TOST) in Q2 2026, closing a stake of 75,481 shares — an estimated $2M sold.

Xcel Wealth Management first reported a position in TOST in Q1 2025 and held it in 5 quarters. The position peaked at $3.47M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Xcel Wealth Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 75,481 Toast shares in Q2 2026, an estimated $2M.
  • Xcel Wealth Management first reported a position in Toast in Q1 2025 and held it in 5 quarters.
  • Xcel Wealth Management's Toast position peaked at $3.47M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.