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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
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

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

Blue Trust Inc's TOL Position: Q2 2026 in Review

Blue Trust Inc increased its Toll Brothers (TOL) stake by 30% in Q2 2026, buying an estimated $427 and bringing the position to 13 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

Blue Trust Inc first reported a position in TOL in Q2 2022 and has held it in 14 quarters since. The position peaked at $40.6K in Q3 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Blue Trust Inc held 13 shares of Toll Brothers worth $2.15K as of Q2 2026.
  • Blue Trust Inc bought 3 Toll Brothers shares in Q2 2026, an estimated $427.
  • Toll Brothers made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2167 holding.
  • Blue Trust Inc first reported a position in Toll Brothers in Q2 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Toll Brothers position peaked at $40.6K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.