Atlantic Edge Private Wealth Management’s Toll Brothers TOL Stock Holding History

Atlantic Edge Private 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	$41.2K	Hold	250	–	–	0.01%	269
2026 Q1	$34.1K	Hold	250	–	–	0.01%	273
2025 Q4	$33.8K	Hold	250	–	–	0.01%	261
2025 Q3	$34.5K	Hold	250	–	–	0.01%	244
2025 Q2	$28.5K	Hold	250	–	–	0.01%	253
2025 Q1	$26.4K	Sell	250 -100	-29%	-$12K	0.01%	250
2024 Q4	$44.1K	Hold	350	–	–	0.01%	211
2024 Q3	$54.1K	Hold	350	–	–	0.02%	197
2024 Q2	$40.3K	Hold	350	–	–	0.01%	208
2024 Q1	$45.3K	Hold	350	–	–	0.02%	198
2023 Q4	$36K	Buy	+350	New	+$29.2K	0.01%	201

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atlantic Edge Private Wealth Management's TOL Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Toll Brothers (TOL) position steady in Q2 2026 at 250 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #269.

Atlantic Edge Private Wealth Management first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.1K in Q3 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Atlantic Edge Private Wealth Management held 250 shares of Toll Brothers worth $41.2K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #269 holding.
Atlantic Edge Private Wealth Management first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Toll Brothers position peaked at $54.1K in Q3 2024.
805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.