CoreCap Advisors’s Toll Brothers TOL Stock Holding History

CoreCap 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 Q3	$539	Hold	4	–	–	﹤0.01%	2790
2026 Q2	$659	Sell	4 -1	-20%	-$142	﹤0.01%	2789
2026 Q1	$682	Buy	5 +2	+67%	+$294	﹤0.01%	2598
2025 Q4	$406	Hold	3	–	–	﹤0.01%	2731
2025 Q3	$414	Hold	3	–	–	﹤0.01%	2595
2025 Q2	$342	Sell	3 -212	-99%	-$22K	﹤0.01%	2559
2025 Q1	$22.7K	Sell	215 -8	-4%	-$960	﹤0.01%	1479
2024 Q4	$28.1K	Buy	223 +3	+1%	+$445	﹤0.01%	1417
2024 Q3	$34K	Buy	+220	New	+$29.8K	﹤0.01%	1345
2024 Q2	–	Sell	-135	Closed	-$17.5K	–	2489
2024 Q1	$17.5K	Buy	+135	New	+$14.7K	﹤0.01%	1543
2022 Q4	$300	Buy	+6	New	+$276	﹤0.01%	2232
2022 Q3	–	Sell	-6	Closed	–	–	1953
2022 Q2	$0	Buy	+6	New	+$281	﹤0.01%	2274
2022 Q1	–	Sell	-400	Closed	-$29K	–	1955
2021 Q4	$29K	Buy	+400	New	+$25.7K	﹤0.01%	1193

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CoreCap Advisors's TOL Position: Q3 2026 in Review

CoreCap Advisors held its Toll Brothers (TOL) position steady in Q3 2026 at 4 shares worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #2790.

CoreCap Advisors first reported a position in TOL in Q4 2021 and has held it in 13 quarters since. The position peaked at $34K in Q3 2024. 150 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

CoreCap Advisors held 4 shares of Toll Brothers worth $539 as of Q3 2026.
CoreCap Advisors left its Toll Brothers share count unchanged in Q3 2026.
Toll Brothers made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2790 holding.
CoreCap Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Toll Brothers position peaked at $34K in Q3 2024.
150 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.