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Bay Harbor Wealth Management’s Toll Brothers TOL Stock Holding History

Bay Harbor 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 		$6.1K Buy
37
+16
+76% +$2.28K ﹤0.01% 380
2026
Q1 		$2.87K Buy
21
+10
+91% +$1.47K ﹤0.01% 472
2025
Q4 		$1.49K Buy
11
+3
+38% +$407 ﹤0.01% 543
2025
Q3 		$1.1K Buy
8
+3
+60% +$392 ﹤0.01% 501
2025
Q2 		$570 Buy
5
+2
+67% +$208 ﹤0.01% 599
2025
Q1 		$316 Buy
+3
New +$360 ﹤0.01% 540

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

Bay Harbor Wealth Management's TOL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Toll Brothers (TOL) stake by 76% in Q2 2026, buying an estimated $2.28K and bringing the position to 37 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Bay Harbor Wealth Management first reported a position in TOL in Q1 2025 and has held it in 6 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Bay Harbor Wealth Management held 37 shares of Toll Brothers worth $6.1K as of Q2 2026.
  • Bay Harbor Wealth Management bought 16 Toll Brothers shares in Q2 2026, an estimated $2.28K.
  • Toll Brothers made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Bay Harbor Wealth Management first reported a position in Toll Brothers in Q1 2025 and has held it in 6 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

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