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Drive Wealth Management’s Toll Brothers TOL Stock Holding History

Drive 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 		$558K Sell
3,388
-1
-0% -$142 0.1% 168
2026
Q1 		$462K Sell
3,389
-759
-18% -$111K 0.1% 173
2025
Q4 		$561K Sell
4,148
-250
-6% -$33.9K 0.11% 152
2025
Q3 		$607K Sell
4,398
-45
-1% -$5.87K 0.13% 132
2025
Q2 		$507K Buy
4,443
+130
+3% +$13.5K 0.11% 159
2025
Q1 		$455K Buy
+4,313
New +$518K 0.11% 150

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

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

Drive Wealth Management reduced its Toll Brothers (TOL) stake by 0.03% in Q2 2026, selling an estimated $142 and leaving 3,388 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #168.

Drive Wealth Management first reported a position in TOL in Q1 2025 and has held it in 6 quarters since. The position peaked at $607K in Q3 2025. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Drive Wealth Management held 3,388 shares of Toll Brothers worth $558K as of Q2 2026.
  • Drive Wealth Management sold 1 Toll Brothers share in Q2 2026, an estimated $142.
  • Toll Brothers made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Drive Wealth Management first reported a position in Toll Brothers in Q1 2025 and has held it in 6 quarters since.
  • Drive Wealth Management's Toll Brothers position peaked at $607K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.