EHWM
TOL icon

Eads & Heald Wealth Management’s Toll Brothers TOL Stock Holding History

Eads & Heald 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
Q1 		$247K Sell
1,812
-154
-8% -$22.6K 0.12% 137
2025
Q4 		$266K Sell
1,966
-10
-0.5% -$1.36K 0.13% 131
2025
Q3 		$273K Hold
1,976
– – 0.13% 126
2025
Q2 		$226K Buy
+1,976
New +$205K 0.11% 132
2025
Q1 		– Sell
-2,034
Closed -$256K – 139
2024
Q4 		$256K Buy
+2,034
New +$302K 0.13% 128
2019
Q4 		– Sell
-4,925
Closed -$202K – 132
2019
Q3 		$202K Buy
+4,925
New +$182K 0.11% 129
2018
Q4 		– Sell
-6,637
Closed -$219K – 131
2018
Q3 		$219K Hold
6,637
– – 0.13% 122
2018
Q2 		$246K Buy
6,637
+80
+1% +$3.28K 0.15% 120
2018
Q1 		$284K Buy
6,557
+35
+0.5% +$1.64K 0.18% 116
2017
Q4 		$313K Sell
6,522
-258
-4% -$11.9K 0.18% 115
2017
Q3 		$281K Buy
6,780
+75
+1% +$2.95K 0.17% 116
2017
Q2 		$265K Sell
6,705
-40
-0.6% -$1.49K 0.17% 120
2017
Q1 		$244K Buy
+6,745
New +$225K 0.16% 120
2016
Q4 		– Sell
-8,210
Closed -$245K – 135
2016
Q3 		$245K Sell
8,210
-2,418
-23% -$69.9K 0.17% 121
2016
Q2 		$286K Sell
10,628
-2,855
-21% -$80.2K 0.2% 117
2016
Q1 		$398K Sell
13,483
-3,655
-21% -$102K 0.28% 108
2015
Q4 		$571K Buy
+17,138
New +$611K 0.4% 99

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Eads & Heald Wealth Management's TOL Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Toll Brothers (TOL) stake by 7.8% in Q1 2026, selling an estimated $22.6K and leaving 1,812 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #137.

Eads & Heald Wealth Management first reported a position in TOL in Q4 2015 and has held it in 17 quarters since. The position peaked at $571K in Q4 2015. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Eads & Heald Wealth Management held 1,812 shares of Toll Brothers worth $247K as of Q1 2026.
  • Eads & Heald Wealth Management sold 154 Toll Brothers shares in Q1 2026, an estimated $22.6K.
  • Toll Brothers made up 0.12% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Eads & Heald Wealth Management first reported a position in Toll Brothers in Q4 2015 and has held it in 17 quarters since.
  • Eads & Heald Wealth Management's Toll Brothers position peaked at $571K in Q4 2015.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.