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Daymark Wealth Partners’s Toll Brothers TOL Stock Holding History

Daymark Wealth Partners’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 		$292K Sell
1,771
-201
-10% -$28.6K 0.01% 642
2026
Q1 		$269K Buy
1,972
+304
+18% +$44.6K 0.01% 608
2025
Q4 		$226K Buy
1,668
+35
+2% +$4.75K 0.01% 563
2025
Q3 		$226K Buy
+1,633
New +$213K 0.01% 564
2024
Q4 		– Sell
-1,482
Closed -$229K – 523
2024
Q3 		$229K Buy
+1,482
New +$201K 0.01% 481

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

Daymark Wealth Partners's TOL Position: Q2 2026 in Review

Daymark Wealth Partners reduced its Toll Brothers (TOL) stake by 10% in Q2 2026, selling an estimated $28.6K and leaving 1,771 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #642.

Daymark Wealth Partners first reported a position in TOL in Q3 2024 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Daymark Wealth Partners held 1,771 shares of Toll Brothers worth $292K as of Q2 2026.
  • Daymark Wealth Partners sold 201 Toll Brothers shares in Q2 2026, an estimated $28.6K.
  • Toll Brothers made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #642 holding.
  • Daymark Wealth Partners first reported a position in Toll Brothers in Q3 2024 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.