Connecticut Wealth Management »

Toast shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Toast (TOST) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Toast by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 5.9k 36.51

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Morgan Stanley
State Street Corporation
Geode Capital Management
Alliancebernstein
Goldman Sachs Group
Sumitomo Mitsui Trust Holdings
Qube Research & Technologies
Susquehanna International

View all funds holding Toast