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Concurrent Investment Advisors’s Toll Brothers TOL Stock Holding History

Concurrent Investment 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 		$367K Buy
+2,227
New +$317K ﹤0.01% 1573
2025
Q2 		– Sell
-2,146
Closed -$227K – 1473
2025
Q1 		$227K Buy
+2,146
New +$258K 0.01% 1067
2024
Q2 		– Sell
-4,505
Closed -$583K – 1079
2024
Q1 		$583K Buy
+4,505
New +$490K 0.02% 502

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's TOL Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Toll Brothers (TOL) in Q2 2026: 2,227 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in TOL as recently as Q1 2025.

Concurrent Investment Advisors first reported a position in TOL in Q1 2024 and has held it in 3 quarters since. The position peaked at $583K in Q1 2024. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Concurrent Investment Advisors held 2,227 shares of Toll Brothers worth $367K as of Q2 2026.
  • Toll Brothers was a new Concurrent Investment Advisors position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1573 holding.
  • Concurrent Investment Advisors first reported a position in Toll Brothers in Q1 2024 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Toll Brothers position peaked at $583K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.