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Clearstead Trust’s Toll Brothers TOL Stock Holding History

Clearstead Trust’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 		$6.43K Sell
39
-22
-36% -$3.13K ﹤0.01% 725
2026
Q1 		$8.32K Buy
61
+22
+56% +$3.23K ﹤0.01% 632
2025
Q4 		$5.27K Buy
+39
New +$5.29K ﹤0.01% 750

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 Trust's TOL Position: Q2 2026 in Review

Clearstead Trust reduced its Toll Brothers (TOL) stake by 36% in Q2 2026, selling an estimated $3.13K and leaving 39 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Clearstead Trust first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.32K in Q1 2026. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Clearstead Trust held 39 shares of Toll Brothers worth $6.43K as of Q2 2026.
  • Clearstead Trust sold 22 Toll Brothers shares in Q2 2026, an estimated $3.13K.
  • Toll Brothers made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #725 holding.
  • Clearstead Trust first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's Toll Brothers position peaked at $8.32K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

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