Baron Wealth Management
TOL icon

Baron Wealth Management’s Toll Brothers TOL Stock Holding History

Baron 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 		$286K Sell
2,125
-1,154
-35% -$168K 0.07% 206
2026
Q2 		$540K Buy
3,279
+1,399
+74% +$199K 0.14% 104
2026
Q1 		$257K Buy
1,880
+209
+13% +$30.7K 0.08% 210
2025
Q4 		$226K Buy
+1,671
New +$227K 0.07% 216

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Baron Wealth Management reduced its Toll Brothers (TOL) stake by 35% in Q3 2026, selling an estimated $168K and leaving 2,125 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #206.

Baron Wealth Management first reported a position in TOL in Q4 2025 and has held it in 4 quarters since. The position peaked at $540K in Q2 2026. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Baron Wealth Management held 2,125 shares of Toll Brothers worth $286K as of Q3 2026.
  • Baron Wealth Management sold 1,154 Toll Brothers shares in Q3 2026, an estimated $168K.
  • Toll Brothers made up 0.07% of Baron Wealth Management's portfolio in Q3 2026, its #206 holding.
  • Baron Wealth Management first reported a position in Toll Brothers in Q4 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Toll Brothers position peaked at $540K in Q2 2026.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.