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Belpointe Asset Management’s Toll Brothers TOL Stock Holding History

Belpointe Asset 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 		$846K Buy
5,132
+152
+3% +$21.6K 0.03% 552
2026
Q1 		$680K Sell
4,980
-319
-6% -$46.8K 0.02% 593
2025
Q4 		$717K Buy
5,299
+323
+6% +$43.8K 0.03% 548
2025
Q3 		$687K Sell
4,976
-218
-4% -$28.5K 0.03% 525
2025
Q2 		$593K Buy
5,194
+478
+10% +$49.6K 0.02% 522
2025
Q1 		$498K Buy
4,716
+759
+19% +$91.1K 0.03% 569
2024
Q4 		$570K Sell
3,957
-2,228
-36% -$331K 0.03% 479
2024
Q3 		$956K Buy
6,185
+2,668
+76% +$362K 0.06% 325
2024
Q2 		$405K Sell
3,517
-377
-10% -$45.6K 0.03% 502
2024
Q1 		$504K Buy
3,894
+168
+5% +$18.3K 0.04% 435
2023
Q4 		$383K Buy
3,726
+384
+11% +$32K 0.03% 448
2023
Q3 		$247K Buy
+3,342
New +$264K 0.03% 538
2023
Q2 		– Sell
-3,306
Closed -$198K – 3132
2023
Q1 		$198K Buy
3,306
+664
+25% +$38.3K 0.01% 939
2022
Q4 		$132K Buy
+2,642
New +$121K 0.01% 1092

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

Belpointe Asset Management's TOL Position: Q2 2026 in Review

Belpointe Asset Management increased its Toll Brothers (TOL) stake by 3.1% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,132 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #552.

Belpointe Asset Management first reported a position in TOL in Q4 2022 and has held it in 14 quarters since. The position peaked at $956K in Q3 2024. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Belpointe Asset Management held 5,132 shares of Toll Brothers worth $846K as of Q2 2026.
  • Belpointe Asset Management bought 152 Toll Brothers shares in Q2 2026, an estimated $21.6K.
  • Toll Brothers made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #552 holding.
  • Belpointe Asset Management first reported a position in Toll Brothers in Q4 2022 and has held it in 14 quarters since.
  • Belpointe Asset Management's Toll Brothers position peaked at $956K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.