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AE Wealth Management’s Toll Brothers TOL Stock Holding History

AE Wealth Management’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
Q2 		$3.86M Buy
23,409
+2,384
+11% +$339K 0.02% 497
2026
Q1 		$2.87M Buy
21,025
+18,246
+657% +$2.68M 0.02% 543
2025
Q4 		$376K Buy
2,779
+236
+9% +$32K ﹤0.01% 1204
2025
Q3 		$351K Sell
2,543
-171
-6% -$22.3K ﹤0.01% 1116
2025
Q2 		$310K Buy
2,714
+10
+0.4% +$1.04K ﹤0.01% 1110
2025
Q1 		$285K Buy
+2,704
New +$325K ﹤0.01% 1112
2024
Q1 		– Sell
-4,472
Closed -$440K – 1910
2023
Q4 		$440K Buy
4,472
+179
+4% +$14.9K ﹤0.01% 1517
2023
Q3 		$318K Sell
4,293
-7,019
-62% -$554K ﹤0.01% 1588
2023
Q2 		$894K Buy
11,312
+568
+5% +$38.1K 0.01% 1136
2023
Q1 		$645K Buy
+10,744
New +$620K ﹤0.01% 1231
2021
Q4 		– Sell
-6,103
Closed -$337K – 1789
2021
Q3 		$337K Buy
6,103
+1,404
+30% +$83K ﹤0.01% 1321
2021
Q2 		$272K Buy
4,699
+1,162
+33% +$70.8K ﹤0.01% 1386
2021
Q1 		$201K Buy
+3,537
New +$185K ﹤0.01% 1406

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AE Wealth Management's TOL Position: Q2 2026 in Review

AE Wealth Management increased its Toll Brothers (TOL) stake by 11% in Q2 2026, buying an estimated $339K and bringing the position to 23,409 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #497.

AE Wealth Management first reported a position in TOL in Q1 2021 and has held it in 13 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • AE Wealth Management held 23,409 shares of Toll Brothers worth $3.86M as of Q2 2026.
  • AE Wealth Management bought 2,384 Toll Brothers shares in Q2 2026, an estimated $339K.
  • Toll Brothers made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #497 holding.
  • AE Wealth Management first reported a position in Toll Brothers in Q1 2021 and has held it in 13 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.