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 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

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

Axxcess Wealth Management's TOL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Toll Brothers (TOL) in Q2 2026: 1,506 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in TOL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in TOL in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Axxcess Wealth Management held 1,506 shares of Toll Brothers worth $248K as of Q2 2026.
Toll Brothers was a new Axxcess Wealth Management position in Q2 2026.
Toll Brothers made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #920 holding.
Axxcess Wealth Management first reported a position in Toll Brothers in Q3 2023 and has held it in 6 quarters since.
Axxcess Wealth Management's Toll Brothers position peaked at $1.2M in Q1 2024.
805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.