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Bogart Wealth LLC’s Toll Brothers TOL Stock Holding History

Bogart Wealth LLC’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 		$8.57K Buy
52
+4
+8% +$569 ﹤0.01% 1044
2026
Q1 		$6.55K Sell
48
-5
-9% -$734 ﹤0.01% 995
2025
Q4 		$7.17K Sell
53
-165
-76% -$22.4K ﹤0.01% 927
2025
Q3 		$30.1K Hold
218
– – ﹤0.01% 559
2025
Q2 		$24.9K Buy
218
+68
+45% +$7.06K ﹤0.01% 585
2025
Q1 		$15.8K Buy
150
+21
+16% +$2.52K ﹤0.01% 644
2024
Q4 		$16.2K Buy
129
+66
+105% +$9.8K ﹤0.01% 632
2024
Q3 		$9.73K Buy
+63
New +$8.54K ﹤0.01% 701
2017
Q4 		– Sell
-680
Closed -$29K – 353
2017
Q3 		$29K Buy
+680
New +$26.7K 0.02% 169

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's TOL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Toll Brothers (TOL) stake by 8.3% in Q2 2026, buying an estimated $569 and bringing the position to 52 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Bogart Wealth LLC first reported a position in TOL in Q3 2017 and has held it in 9 quarters since. The position peaked at $30.1K in Q3 2025. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Bogart Wealth LLC held 52 shares of Toll Brothers worth $8.57K as of Q2 2026.
  • Bogart Wealth LLC bought 4 Toll Brothers shares in Q2 2026, an estimated $569.
  • Toll Brothers made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1044 holding.
  • Bogart Wealth LLC first reported a position in Toll Brothers in Q3 2017 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Toll Brothers position peaked at $30.1K in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.