Covestor
TOL icon

Covestor’s Toll Brothers TOL Stock Holding History

Covestor’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 		$16K Sell
116
-208
-64% -$30.2K 0.01% 1212
2026
Q2 		$53K Buy
324
+19
+6% +$2.7K 0.03% 761
2026
Q1 		$42K Sell
305
-138
-31% -$20.3K 0.03% 808
2025
Q4 		$60K Sell
443
-190
-30% -$25.8K 0.03% 842
2025
Q3 		$88K Sell
633
-718
-53% -$93.7K 0.05% 649
2025
Q2 		$154K Buy
1,351
+179
+15% +$18.6K 0.09% 306
2025
Q1 		$124K Buy
1,172
+976
+498% +$117K 0.08% 363
2024
Q4 		$25K Sell
196
-279
-59% -$41.4K 0.02% 1119
2024
Q3 		$74K Buy
475
+138
+41% +$18.7K 0.05% 695
2024
Q2 		$39K Sell
337
-86
-20% -$10.4K 0.03% 964
2024
Q1 		$55K Sell
423
-1,937
-82% -$211K 0.03% 849
2023
Q4 		$243K Buy
2,360
+570
+32% +$47.5K 0.17% 79
2023
Q3 		$132K Sell
1,790
-301
-14% -$23.8K 0.1% 279
2023
Q2 		$165K Sell
2,091
-8
-0.4% -$537 0.13% 188
2023
Q1 		$126K Buy
2,099
+32
+2% +$1.84K 0.11% 266
2022
Q4 		$103K Buy
2,067
+479
+30% +$22K 0.08% 373
2022
Q3 		$67K Sell
1,588
-169
-10% -$7.84K 0.06% 574
2022
Q2 		$78K Buy
1,757
+262
+18% +$12.3K 0.06% 547
2022
Q1 		$70K Buy
1,495
+817
+121% +$45.8K 0.05% 690
2021
Q4 		$49K Buy
+678
New +$43.6K 0.07% 557

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

Covestor's TOL Position: Q3 2026 in Review

Covestor reduced its Toll Brothers (TOL) stake by 64% in Q3 2026, selling an estimated $30.2K and leaving 116 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1212.

Covestor first reported a position in TOL in Q4 2021 and has held it in 20 quarters since. The position peaked at $243K in Q4 2023. 246 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Covestor held 116 shares of Toll Brothers worth $16K as of Q3 2026.
  • Covestor sold 208 Toll Brothers shares in Q3 2026, an estimated $30.2K.
  • Toll Brothers made up 0.01% of Covestor's portfolio in Q3 2026, its #1212 holding.
  • Covestor first reported a position in Toll Brothers in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Toll Brothers position peaked at $243K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.