Elevation Wealth Partners
TOL icon

Elevation Wealth Partners’s Toll Brothers TOL Stock Holding History

Elevation 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
Q3 		$21.4K Buy
159
+119
+298% +$17.3K 0.01% 657
2026
Q2 		$6.59K Buy
40
+17
+74% +$2.42K ﹤0.01% 944
2026
Q1 		$3.14K Buy
23
+17
+283% +$2.5K ﹤0.01% 821
2025
Q4 		$812 Buy
6
+3
+100% +$407 ﹤0.01% 879
2025
Q3 		$415 Buy
+3
New +$392 ﹤0.01% 827

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's TOL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Toll Brothers (TOL) stake by 298% in Q3 2026, buying an estimated $17.3K and bringing the position to 159 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #657.

Elevation Wealth Partners first reported a position in TOL in Q3 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Elevation Wealth Partners held 159 shares of Toll Brothers worth $21.4K as of Q3 2026.
  • Elevation Wealth Partners bought 119 Toll Brothers shares in Q3 2026, an estimated $17.3K.
  • Toll Brothers made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #657 holding.
  • Elevation Wealth Partners first reported a position in Toll Brothers in Q3 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.