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Bartlett & Co Wealth Management’s Toll Brothers TOL Stock Holding History

Bartlett & Co 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 		$49.6K Buy
301
+300
+30,000% +$42.7K ﹤0.01% 739
2026
Q1 		$135 Buy
+1
New +$147 ﹤0.01% 1247
2019
Q3 		– Sell
-4
Closed -$146 – 934
2019
Q2 		$146 Buy
+4
New +$149 ﹤0.01% 750

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

Bartlett & Co Wealth Management's TOL Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Toll Brothers (TOL) stake by 30,000% in Q2 2026, buying an estimated $42.7K and bringing the position to 301 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Bartlett & Co Wealth Management first reported a position in TOL in Q2 2019 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Bartlett & Co Wealth Management held 301 shares of Toll Brothers worth $49.6K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 300 Toll Brothers shares in Q2 2026, an estimated $42.7K.
  • Toll Brothers made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #739 holding.
  • Bartlett & Co Wealth Management first reported a position in Toll Brothers in Q2 2019 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.