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Beacon Pointe Advisors’s Toll Brothers TOL Stock Holding History

Beacon Pointe Advisors’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 		$1.4M Buy
8,481
+1,049
+14% +$149K 0.01% 899
2026
Q1 		$1.01M Buy
+7,432
New +$1.09M 0.01% 988
2023
Q4 		– Sell
-2,730
Closed -$202K – 1394
2023
Q3 		$202K Buy
+2,730
New +$216K ﹤0.01% 1231

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

Beacon Pointe Advisors's TOL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Toll Brothers (TOL) stake by 14% in Q2 2026, buying an estimated $149K and bringing the position to 8,481 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #899.

Beacon Pointe Advisors first reported a position in TOL in Q3 2023 and has held it in 3 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Beacon Pointe Advisors held 8,481 shares of Toll Brothers worth $1.4M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,049 Toll Brothers shares in Q2 2026, an estimated $149K.
  • Toll Brothers made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #899 holding.
  • Beacon Pointe Advisors first reported a position in Toll Brothers in Q3 2023 and has held it in 3 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.