Blue Trust Inc’s Toll Brothers TOL Stock Holding History

Blue Trust Inc’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 Q3	$1.35K	Sell	10 -3	-23%	-$436	﹤0.01%	2121
2026 Q2	$2.15K	Buy	13 +3	+30%	+$427	﹤0.01%	2167
2026 Q1	$1.36K	Hold	10	–	–	﹤0.01%	2208
2025 Q4	$1.35K	Hold	10	–	–	﹤0.01%	2225
2025 Q3	$1.38K	Hold	10	–	–	﹤0.01%	2242
2025 Q2	$1.14K	Buy	+10	New	+$1.04K	﹤0.01%	2228
2024 Q4	–	Sell	-353	Closed	-$40.6K	–	2957
2024 Q3	$40.6K	Buy	353 +186	+111%	+$25.2K	﹤0.01%	1649
2024 Q2	$21.6K	Buy	167 +162	+3,240%	+$19.6K	﹤0.01%	1627
2024 Q1	$647	Sell	5 -174	-97%	-$18.9K	﹤0.01%	1992
2023 Q4	$13K	Buy	+179	New	+$14.9K	﹤0.01%	1493
2023 Q3	–	Sell	-1	Closed	–	–	2289
2023 Q2	$0	Sell	1 -395	-100%	-$26.5K	﹤0.01%	2520
2023 Q1	$20K	Sell	396 -110	-22%	-$6.34K	﹤0.01%	1368
2022 Q4	$21K	Buy	506 +398	+369%	+$18.3K	﹤0.01%	1285
2022 Q3	$5K	Buy	108 +16	+17%	+$742	﹤0.01%	1586
2022 Q2	$4K	Buy	+92	New	+$4.3K	﹤0.01%	1530

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Blue Trust Inc's TOL Position: Q3 2026 in Review

Blue Trust Inc reduced its Toll Brothers (TOL) stake by 23% in Q3 2026, selling an estimated $436 and leaving 10 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Blue Trust Inc first reported a position in TOL in Q2 2022 and has held it in 15 quarters since. The position peaked at $40.6K in Q3 2024. 152 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Blue Trust Inc held 10 shares of Toll Brothers worth $1.35K as of Q3 2026.
Blue Trust Inc sold 3 Toll Brothers shares in Q3 2026, an estimated $436.
Toll Brothers made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2121 holding.
Blue Trust Inc first reported a position in Toll Brothers in Q2 2022 and has held it in 15 quarters since.
Blue Trust Inc's Toll Brothers position peaked at $40.6K in Q3 2024.
152 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.