Cerity Partners
TOL icon

Cerity Partners’s Toll Brothers TOL Stock Holding History

Cerity Partners’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 		$10.6M Sell
64,376
-13,168
-17% -$1.87M 0.01% 734
2026
Q1 		$10.6M Sell
77,544
-89,382
-54% -$13.1M 0.01% 665
2025
Q4 		$22.6M Buy
166,926
+76,253
+84% +$10.4M 0.03% 391
2025
Q3 		$12.5M Buy
90,673
+12,898
+17% +$1.68M 0.02% 496
2025
Q2 		$8.88M Buy
77,775
+39,390
+103% +$4.09M 0.02% 578
2025
Q1 		$4.05M Buy
38,385
+16,922
+79% +$2.03M 0.01% 816
2024
Q4 		$2.9M Sell
21,463
-2,312
-10% -$343K 0.01% 944
2024
Q3 		$3.67M Buy
23,775
+7,994
+51% +$1.08M 0.01% 834
2024
Q2 		$1.82M Sell
15,781
-1,920
-11% -$232K ﹤0.01% 950
2024
Q1 		$2.29M Buy
17,701
+9,268
+110% +$1.01M 0.01% 912
2023
Q4 		$867K Buy
8,433
+4,291
+104% +$358K ﹤0.01% 1041
2023
Q3 		$306K Sell
4,142
-4,106
-50% -$324K ﹤0.01% 1144
2023
Q2 		$652K Buy
8,248
+1,054
+15% +$70.7K ﹤0.01% 1076
2023
Q1 		$2.02M Sell
7,194
-934
-11% -$53.9K ﹤0.01% 723
2022
Q4 		$407K Buy
8,128
+2,556
+46% +$118K ﹤0.01% 1032
2022
Q3 		$233K Sell
5,572
-545
-9% -$25.3K ﹤0.01% 998
2022
Q2 		$273K Buy
+6,117
New +$286K ﹤0.01% 943
2022
Q1 		– Sell
-3,927
Closed -$285K – 1108
2021
Q4 		$285K Buy
+3,927
New +$252K ﹤0.01% 794

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

Cerity Partners's TOL Position: Q2 2026 in Review

Cerity Partners reduced its Toll Brothers (TOL) stake by 17% in Q2 2026, selling an estimated $1.87M and leaving 64,376 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #734.

Cerity Partners first reported a position in TOL in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.6M in Q4 2025. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Cerity Partners held 64,376 shares of Toll Brothers worth $10.6M as of Q2 2026.
  • Cerity Partners sold 13,168 Toll Brothers shares in Q2 2026, an estimated $1.87M.
  • Toll Brothers made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #734 holding.
  • Cerity Partners first reported a position in Toll Brothers in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's Toll Brothers position peaked at $22.6M in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.