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Clifford Swan Investment Counsel’s Toll Brothers TOL Stock Holding History

Clifford Swan Investment Counsel’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 		$303K Hold
1,839
– – 0.01% 283
2026
Q1 		$251K Hold
1,839
– – 0.01% 295
2025
Q4 		$249K Hold
1,839
– – 0.01% 295
2025
Q3 		$254K Hold
1,839
– – 0.01% 295
2025
Q2 		$210K Buy
+1,839
New +$191K 0.01% 304
2025
Q1 		– Sell
-1,839
Closed -$232K – 313
2024
Q4 		$232K Hold
1,839
– – 0.01% 290
2024
Q3 		$284K Hold
1,839
– – 0.01% 276
2024
Q2 		$212K Buy
1,839
+89
+5% +$10.8K 0.01% 296
2024
Q1 		$226K Buy
+1,750
New +$190K 0.01% 291

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

Clifford Swan Investment Counsel's TOL Position: Q2 2026 in Review

Clifford Swan Investment Counsel held its Toll Brothers (TOL) position steady in Q2 2026 at 1,839 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #283.

Clifford Swan Investment Counsel first reported a position in TOL in Q1 2024 and has held it in 9 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Clifford Swan Investment Counsel held 1,839 shares of Toll Brothers worth $303K as of Q2 2026.
  • Clifford Swan Investment Counsel left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #283 holding.
  • Clifford Swan Investment Counsel first reported a position in Toll Brothers in Q1 2024 and has held it in 9 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.