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Annex Advisory Services’s Toll Brothers TOL Stock Holding History

Annex Advisory Services’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 		$9.99M Buy
60,662
+14,829
+32% +$2.11M 0.17% 81
2026
Q1 		$6.25M Buy
45,833
+1,582
+4% +$232K 0.12% 100
2025
Q4 		$5.98M Buy
44,251
+10,420
+31% +$1.41M 0.11% 103
2025
Q3 		$4.67M Sell
33,831
-10,664
-24% -$1.39M 0.1% 95
2025
Q2 		$5.08M Sell
44,495
-2,642
-6% -$274K 0.12% 88
2025
Q1 		$4.98M Buy
47,137
+573
+1% +$68.8K 0.14% 88
2024
Q4 		$5.86M Sell
46,564
-199
-0.4% -$29.6K 0.18% 82
2024
Q3 		$7.22M Buy
46,763
+22,327
+91% +$3.03M 0.23% 74
2024
Q2 		$2.81M Buy
+24,436
New +$2.96M 0.1% 96

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

Annex Advisory Services's TOL Position: Q2 2026 in Review

Annex Advisory Services increased its Toll Brothers (TOL) stake by 32% in Q2 2026, buying an estimated $2.11M and bringing the position to 60,662 shares worth $9.99M. The position accounts for 0.17% of the portfolio, ranked #81.

Annex Advisory Services first reported a position in TOL in Q2 2024 and has held it in 9 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Annex Advisory Services held 60,662 shares of Toll Brothers worth $9.99M as of Q2 2026.
  • Annex Advisory Services bought 14,829 Toll Brothers shares in Q2 2026, an estimated $2.11M.
  • Toll Brothers made up 0.17% of Annex Advisory Services's portfolio in Q2 2026, its #81 holding.
  • Annex Advisory Services first reported a position in Toll Brothers in Q2 2024 and has held it in 9 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.