Atticus Wealth Management
TOL icon

Atticus Wealth Management’s Toll Brothers TOL Stock Holding History

Atticus 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
Q3 		$377K Sell
2,797
-121
-4% -$17.6K 0.08% 137
2026
Q2 		$481K Buy
2,918
+41
+1% +$5.83K 0.11% 110
2026
Q1 		$393K Buy
2,877
+3
+0.1% +$441 0.11% 124
2025
Q4 		$389K Buy
2,874
+4
+0.1% +$543 0.1% 126
2025
Q3 		$396K Buy
2,870
+1,504
+110% +$196K 0.1% 129
2025
Q2 		$156K Buy
+1,366
New +$142K 0.04% 192

Other funds holding TOL

Annex Advisory Services
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Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Atticus Wealth Management's TOL Position: Q3 2026 in Review

Atticus Wealth Management reduced its Toll Brothers (TOL) stake by 4.1% in Q3 2026, selling an estimated $17.6K and leaving 2,797 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #137.

Atticus Wealth Management first reported a position in TOL in Q2 2025 and has held it in 6 quarters since. The position peaked at $481K in Q2 2026. 117 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Atticus Wealth Management held 2,797 shares of Toll Brothers worth $377K as of Q3 2026.
  • Atticus Wealth Management sold 121 Toll Brothers shares in Q3 2026, an estimated $17.6K.
  • Toll Brothers made up 0.08% of Atticus Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Atticus Wealth Management first reported a position in Toll Brothers in Q2 2025 and has held it in 6 quarters since.
  • Atticus Wealth Management's Toll Brothers position peaked at $481K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.