Position in TOST
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$214,492
+$10,100 QoQ
Shares Held
7,710
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#549
of 764 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOST Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Aries Wealth Management holds $15,230,787 across 7 Software - Infrastructure names. TOST ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,553 | $13,261,980 | |
| 2 | ORCL |
Oracle Corp
|
3,761 | $551,174 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,400 | $477,428 | |
| 4 | SNPS |
Synopsys Inc
|
817 | $364,439 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
2,023 | $265,882 | |
| 6 | TOST |
Toast, Inc.
This page
|
7,710 | $214,492 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,000 | $95,392 |
All Filings in TOST
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,492 | 7,710 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $204,392 | 7,710 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,680 | 7,510 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $274,190 | 7,510 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $332,617 | 7,510 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $254,082 | 7,660 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $279,207 | 7,660 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $273,474 | 9,660 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $248,938 | 9,660 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $240,727 | 9,660 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||