Axxcess Wealth Management
TOL icon

Axxcess Wealth Management’s Toll Brothers TOL Stock Holding History

Axxcess 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 		$229K Buy
1,700
+194
+13% +$28.2K 0.01% 871
2026
Q2 		$248K Buy
+1,506
New +$214K ﹤0.01% 920
2026
Q1 		– Sell
-1,500
Closed -$203K – 946
2025
Q4 		$203K Buy
+1,500
New +$204K ﹤0.01% 988
2024
Q3 		– Sell
-9,696
Closed -$1.12M – 947
2024
Q2 		$1.12M Buy
9,696
+428
+5% +$51.8K 0.03% 351
2024
Q1 		$1.2M Buy
9,268
+1,455
+19% +$158K 0.03% 335
2023
Q4 		$803K Sell
7,813
-3,507
-31% -$292K 0.02% 401
2023
Q3 		$837K Buy
+11,320
New +$894K 0.03% 352

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Axxcess Wealth Management increased its Toll Brothers (TOL) stake by 13% in Q3 2026, buying an estimated $28.2K and bringing the position to 1,700 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #871.

Axxcess Wealth Management first reported a position in TOL in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.2M in Q1 2024. 397 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Axxcess Wealth Management held 1,700 shares of Toll Brothers worth $229K as of Q3 2026.
  • Axxcess Wealth Management bought 194 Toll Brothers shares in Q3 2026, an estimated $28.2K.
  • Toll Brothers made up 0.01% of Axxcess Wealth Management's portfolio in Q3 2026, its #871 holding.
  • Axxcess Wealth Management first reported a position in Toll Brothers in Q3 2023 and has held it in 7 quarters since.
  • Axxcess Wealth Management's Toll Brothers position peaked at $1.2M in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.