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Clearstead Advisors’s Toll Brothers TOL Stock Holding History

Clearstead Advisors’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 		$22.4K Sell
136
-1,624
-92% -$231K ﹤0.01% 1766
2026
Q1 		$240K Sell
1,760
-767
-30% -$113K ﹤0.01% 943
2025
Q4 		$342K Sell
2,527
-870
-26% -$118K ﹤0.01% 772
2025
Q3 		$469K Buy
3,397
+197
+6% +$25.7K 0.01% 654
2025
Q2 		$365K Buy
3,200
+2,863
+850% +$297K 0.01% 698
2025
Q1 		$35.6K Buy
337
+169
+101% +$20.3K ﹤0.01% 1258
2024
Q4 		$21.1K Sell
168
-561
-77% -$83.3K ﹤0.01% 1369
2024
Q3 		$113K Buy
729
+441
+153% +$59.8K ﹤0.01% 1003
2024
Q2 		$33.2K Buy
288
+188
+188% +$22.8K ﹤0.01% 1261
2024
Q1 		$12.7K Hold
100
– – ﹤0.01% 1023
2023
Q4 		$10.3K Hold
100
– – ﹤0.01% 1057
2023
Q3 		$7.4K Buy
+100
New +$7.89K ﹤0.01% 1036
2023
Q2 		– Sell
-41
Closed -$2.46K – 1438
2023
Q1 		$2.46K Buy
+41
New +$2.36K ﹤0.01% 1107

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

Clearstead Advisors's TOL Position: Q2 2026 in Review

Clearstead Advisors reduced its Toll Brothers (TOL) stake by 92% in Q2 2026, selling an estimated $231K and leaving 136 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Clearstead Advisors first reported a position in TOL in Q1 2023 and has held it in 13 quarters since. The position peaked at $469K in Q3 2025. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Clearstead Advisors held 136 shares of Toll Brothers worth $22.4K as of Q2 2026.
  • Clearstead Advisors sold 1,624 Toll Brothers shares in Q2 2026, an estimated $231K.
  • Toll Brothers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1766 holding.
  • Clearstead Advisors first reported a position in Toll Brothers in Q1 2023 and has held it in 13 quarters since.
  • Clearstead Advisors's Toll Brothers position peaked at $469K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.