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Atria Investments’s Toll Brothers TOL Stock Holding History

Atria Investments’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 		$716K Buy
4,345
+83
+2% +$11.8K 0.01% 1308
2026
Q1 		$582K Buy
4,262
+1,458
+52% +$214K 0.01% 1367
2025
Q4 		$379K Buy
2,804
+15
+0.5% +$2.04K ﹤0.01% 1609
2025
Q3 		$385K Sell
2,789
-120
-4% -$15.7K ﹤0.01% 1577
2025
Q2 		$332K Buy
+2,909
New +$302K ﹤0.01% 1660
2024
Q4 		– Sell
-2,569
Closed -$397K – 1989
2024
Q3 		$397K Buy
2,569
+466
+22% +$63.2K ﹤0.01% 1451
2024
Q2 		$242K Buy
+2,103
New +$255K ﹤0.01% 1714
2020
Q1 		– Sell
-5,433
Closed -$215K – 1137
2019
Q4 		$215K Buy
+5,433
New +$217K 0.01% 1125

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

Atria Investments's TOL Position: Q2 2026 in Review

Atria Investments increased its Toll Brothers (TOL) stake by 1.9% in Q2 2026, buying an estimated $11.8K and bringing the position to 4,345 shares worth $716K. The position accounts for 0.01% of the portfolio, ranked #1308.

Atria Investments first reported a position in TOL in Q4 2019 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Atria Investments held 4,345 shares of Toll Brothers worth $716K as of Q2 2026.
  • Atria Investments bought 83 Toll Brothers shares in Q2 2026, an estimated $11.8K.
  • Toll Brothers made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1308 holding.
  • Atria Investments first reported a position in Toll Brothers in Q4 2019 and has held it in 8 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.