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Diversify Wealth Management’s Toll Brothers TOL Stock Holding History

Diversify Wealth Management’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 		$429K Sell
2,841
-19
-0.7% -$2.7K 0.01% 916
2026
Q1 		$399K Buy
2,860
+1,466
+105% +$215K 0.01% 870
2025
Q4 		$207K Buy
+1,394
New +$189K 0.01% 591

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's TOL Position: Q2 2026 in Review

Diversify Wealth Management reduced its Toll Brothers (TOL) stake by 0.66% in Q2 2026, selling an estimated $2.7K and leaving 2,841 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #916.

Diversify Wealth Management first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Diversify Wealth Management held 2,841 shares of Toll Brothers worth $429K as of Q2 2026.
  • Diversify Wealth Management sold 19 Toll Brothers shares in Q2 2026, an estimated $2.7K.
  • Toll Brothers made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Diversify Wealth Management first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.