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Beacon Investment Advisory Services’s Toll Brothers TOL Stock Holding History

Beacon Investment Advisory Services’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 		$115K Hold
700
– – ﹤0.01% 316
2026
Q1 		$95.5K Buy
+700
New +$103K ﹤0.01% 338

Other funds holding TOL

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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

Beacon Investment Advisory Services's TOL Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Toll Brothers (TOL) position steady in Q2 2026 at 700 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Beacon Investment Advisory Services first reported a position in TOL in Q1 2026 and has held it in 2 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Beacon Investment Advisory Services held 700 shares of Toll Brothers worth $115K as of Q2 2026.
  • Beacon Investment Advisory Services left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #316 holding.
  • Beacon Investment Advisory Services first reported a position in Toll Brothers in Q1 2026 and has held it in 2 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.