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Ballentine Partners’s Toll Brothers TOL Stock Holding History

Ballentine Partners’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 		$388K Buy
2,358
+41
+2% +$5.83K ﹤0.01% 665
2026
Q1 		$316K Hold
2,317
– – ﹤0.01% 713
2025
Q4 		$313K Sell
2,317
-2
-0.1% -$271 ﹤0.01% 707
2025
Q3 		$320K Buy
2,319
+63
+3% +$8.22K ﹤0.01% 686
2025
Q2 		$257K Buy
2,256
+267
+13% +$27.7K ﹤0.01% 758
2025
Q1 		$210K Buy
1,989
+147
+8% +$17.6K ﹤0.01% 786
2024
Q4 		$232K Buy
1,842
+26
+1% +$3.86K ﹤0.01% 720
2024
Q3 		$281K Sell
1,816
-8
-0.4% -$1.08K ﹤0.01% 617
2024
Q2 		$210K Buy
1,824
+118
+7% +$14.3K ﹤0.01% 683
2024
Q1 		$221K Buy
+1,706
New +$186K ﹤0.01% 636

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

Ballentine Partners's TOL Position: Q2 2026 in Review

Ballentine Partners increased its Toll Brothers (TOL) stake by 1.8% in Q2 2026, buying an estimated $5.83K and bringing the position to 2,358 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Ballentine Partners first reported a position in TOL in Q1 2024 and has held it in 10 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Ballentine Partners held 2,358 shares of Toll Brothers worth $388K as of Q2 2026.
  • Ballentine Partners bought 41 Toll Brothers shares in Q2 2026, an estimated $5.83K.
  • Toll Brothers made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #665 holding.
  • Ballentine Partners first reported a position in Toll Brothers in Q1 2024 and has held it in 10 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.