Cornerstone Planning Group’s Toll Brothers TOL Stock Holding History

Cornerstone Planning Group’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	–	Sell	-24	Closed	-$3.58K	–	1564
2026 Q2	$3.58K	Hold	24	–	–	﹤0.01%	1178
2026 Q1	$3.3K	Buy	24 +2	+9%	+$294	﹤0.01%	1196
2025 Q4	$3.19K	Buy	22 +19	+633%	+$2.58K	﹤0.01%	1090
2025 Q3	$1.26K	Sell	3 -209	-99%	-$27.3K	﹤0.01%	1258
2025 Q2	$26.9K	Buy	212 +10	+5%	+$1.04K	0.01%	358
2025 Q1	$19.8K	Sell	202 -10	-5%	-$1.2K	﹤0.01%	412
2024 Q4	$29.7K	Sell	212 -5	-2%	-$742	0.01%	251
2024 Q3	$32K	Buy	217 +5	+2%	+$678	0.01%	236
2024 Q2	$27.2K	Buy	+212	New	+$25.7K	0.01%	276

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

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

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

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Cornerstone Planning Group's TOL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Toll Brothers (TOL) in Q3 2026, closing a stake of 24 shares — an estimated $3.58K sold.

Cornerstone Planning Group first reported a position in TOL in Q2 2024 and held it in 9 quarters. The position peaked at $32K in Q3 2024. 105 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Cornerstone Planning Group reported no remaining Toll Brothers position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 24 Toll Brothers shares in Q3 2026, an estimated $3.58K.
Cornerstone Planning Group first reported a position in Toll Brothers in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Toll Brothers position peaked at $32K in Q3 2024.
105 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.