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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Baron Wealth Management increased its Toll Brothers (TOL) stake by 74% in Q2 2026, buying an estimated $199K and bringing the position to 3,279 shares worth $540K. The position accounts for 0.14% of the portfolio, ranked #104.

Baron Wealth Management first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Baron Wealth Management held 3,279 shares of Toll Brothers worth $540K as of Q2 2026.
  • Baron Wealth Management bought 1,399 Toll Brothers shares in Q2 2026, an estimated $199K.
  • Toll Brothers made up 0.14% of Baron Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Baron Wealth Management first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.