Morton Brown Family Wealth »

Toast shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Toast (TOST) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 150 36.51
2025-06-30 $6.6k 150 44.29

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis International Small Cap Value Etf Etf (AVDV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

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