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Toast shares owned by Whalen Wealth Management

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

Historical chart of Whalen Wealth Management investment in Toast

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Toast by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $448k 17k 26.51

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Ishares Tr Trust Ishare 0-1 (SHV)
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J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec 2031 (IBTL)
Meta Platforms Cl A (META)
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View all positions for Whalen Wealth Management

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
State Street Corporation
Alliancebernstein
XN
Geode Capital Management
ValueAct Holdings
Goldman Sachs Group
T. Rowe Price Investment Management
Sumitomo Mitsui Trust Holdings
Jane Street
Principal Financial Group

View all funds holding Toast