Chicago Partners Investment Group’s Toll Brothers TOL Stock Holding History

Chicago Partners Investment Group’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	$629K	Sell	4,289 -1,553	-27%	-$221K	0.01%	860
2026 Q1	$865K	Buy	5,842 +1,732	+42%	+$254K	0.02%	616
2025 Q4	$596K	Buy	4,110 +1,243	+43%	+$169K	0.01%	675
2025 Q3	$398K	Buy	2,867 +630	+28%	+$82.2K	0.01%	821
2025 Q2	$284K	Buy	+2,237	New	+$232K	0.01%	870
2021 Q2	–	Sell	-4,632	Closed	-$287K	–	558
2021 Q1	$287K	Buy	+4,632	New	+$242K	0.02%	407

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chicago Partners Investment Group's TOL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Toll Brothers (TOL) stake by 27% in Q2 2026, selling an estimated $221K and leaving 4,289 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #860.

Chicago Partners Investment Group first reported a position in TOL in Q1 2021 and has held it in 6 quarters since. The position peaked at $865K in Q1 2026. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Chicago Partners Investment Group held 4,289 shares of Toll Brothers worth $629K as of Q2 2026.
Chicago Partners Investment Group sold 1,553 Toll Brothers shares in Q2 2026, an estimated $221K.
Toll Brothers made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #860 holding.
Chicago Partners Investment Group first reported a position in Toll Brothers in Q1 2021 and has held it in 6 quarters since.
Chicago Partners Investment Group's Toll Brothers position peaked at $865K in Q1 2026.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.