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Callan Family Office’s Toll Brothers TOL Stock Holding History

Callan Family Office’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 		$1.43M Buy
8,685
+345
+4% +$49.1K 0.03% 493
2026
Q1 		$1.14M Buy
8,340
+531
+7% +$78K 0.03% 526
2025
Q4 		$1.06M Buy
7,809
+2,472
+46% +$336K 0.02% 535
2025
Q3 		$737K Sell
5,337
-1,482
-22% -$193K 0.02% 437
2025
Q2 		$778K Buy
6,819
+3,578
+110% +$371K 0.02% 455
2025
Q1 		$342K Buy
3,241
+56
+2% +$6.72K 0.03% 394
2024
Q4 		$401K Buy
+3,185
New +$473K 0.03% 416

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

Callan Family Office's TOL Position: Q2 2026 in Review

Callan Family Office increased its Toll Brothers (TOL) stake by 4.1% in Q2 2026, buying an estimated $49.1K and bringing the position to 8,685 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #493.

Callan Family Office first reported a position in TOL in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Callan Family Office held 8,685 shares of Toll Brothers worth $1.43M as of Q2 2026.
  • Callan Family Office bought 345 Toll Brothers shares in Q2 2026, an estimated $49.1K.
  • Toll Brothers made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #493 holding.
  • Callan Family Office first reported a position in Toll Brothers in Q4 2024 and has held it in 7 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.