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Avion Wealth’s Toll Brothers TOL Stock Holding History

Avion Wealth’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 		$8K Buy
50
+4
+9% +$569 ﹤0.01% 668
2026
Q1 		$6K Buy
46
+3
+7% +$441 ﹤0.01% 629
2025
Q4 		$5K Buy
43
+8
+23% +$1.09K ﹤0.01% 675
2025
Q3 		$4K Hold
35
– – ﹤0.01% 712
2025
Q2 		$3K Buy
35
+1
+3% +$104 ﹤0.01% 754
2025
Q1 		$4K Hold
34
– – ﹤0.01% 608
2024
Q4 		$4K Sell
34
-4
-11% -$594 ﹤0.01% 606
2024
Q3 		$5K Buy
38
+9
+31% +$1.22K ﹤0.01% 538
2024
Q2 		$3K Buy
29
+4
+16% +$484 ﹤0.01% 578
2024
Q1 		$4K Hold
25
– – ﹤0.01% 520
2023
Q4 		$3K Sell
25
-1
-4% -$83 ﹤0.01% 507
2023
Q3 		$1K Hold
26
– – ﹤0.01% 740
2023
Q2 		$1K Buy
+26
New +$1.75K ﹤0.01% 652

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

Avion Wealth's TOL Position: Q2 2026 in Review

Avion Wealth increased its Toll Brothers (TOL) stake by 8.7% in Q2 2026, buying an estimated $569 and bringing the position to 50 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Avion Wealth first reported a position in TOL in Q2 2023 and has held it in 13 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Avion Wealth held 50 shares of Toll Brothers worth $8K as of Q2 2026.
  • Avion Wealth bought 4 Toll Brothers shares in Q2 2026, an estimated $569.
  • Toll Brothers made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #668 holding.
  • Avion Wealth first reported a position in Toll Brothers in Q2 2023 and has held it in 13 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.