Corient Private Wealth
TOL icon

Corient Private Wealth’s Toll Brothers TOL Stock Holding History

Corient Private Wealth’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 		$10.4M Sell
63,030
-61,461
-49% -$8.74M 0.01% 646
2026
Q1 		$16.8M Buy
124,491
+106,077
+576% +$15.6M 0.02% 438
2025
Q4 		$2.49M Buy
18,414
+13,724
+293% +$1.86M ﹤0.01% 1410
2025
Q3 		$648K Buy
4,690
+1,368
+41% +$179K ﹤0.01% 1656
2025
Q2 		$379K Buy
+3,322
New +$345K ﹤0.01% 1862
2025
Q1 		– Sell
-5,686
Closed -$716K – 2442
2024
Q4 		$716K Sell
5,686
-1,282
-18% -$190K ﹤0.01% 1453
2024
Q3 		$1.08M Buy
6,968
+1,930
+38% +$262K ﹤0.01% 1366
2024
Q2 		$580K Buy
5,038
+1,134
+29% +$137K ﹤0.01% 1564
2024
Q1 		$505K Sell
3,904
-134
-3% -$14.6K ﹤0.01% 1623
2023
Q4 		$415K Buy
+4,038
New +$336K ﹤0.01% 1704

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

Corient Private Wealth's TOL Position: Q2 2026 in Review

Corient Private Wealth reduced its Toll Brothers (TOL) stake by 49% in Q2 2026, selling an estimated $8.74M and leaving 63,030 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #646.

Corient Private Wealth first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.8M in Q1 2026. 799 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Corient Private Wealth held 63,030 shares of Toll Brothers worth $10.4M as of Q2 2026.
  • Corient Private Wealth sold 61,461 Toll Brothers shares in Q2 2026, an estimated $8.74M.
  • Toll Brothers made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #646 holding.
  • Corient Private Wealth first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Toll Brothers position peaked at $16.8M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.