Superior Planning, LLC’s Toll Brothers TOL Stock Holding History

Superior Planning, LLC’s Portfolio TOL Stock Details TOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.4K	Buy	+85	New	+$12.4K	﹤0.01%	886

Other funds holding TOL

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's TOL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Toll Brothers (TOL) in Q3 2026: 85 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

536 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Superior Planning, LLC held 85 shares of Toll Brothers worth $11.4K as of Q3 2026.
Toll Brothers was a new Superior Planning, LLC position in Q3 2026.
Toll Brothers made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #886 holding.
536 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.