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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
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

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

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

Elevation Wealth Partners increased its Toll Brothers (TOL) stake by 74% in Q2 2026, buying an estimated $2.42K and bringing the position to 40 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Elevation Wealth Partners first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Elevation Wealth Partners held 40 shares of Toll Brothers worth $6.59K as of Q2 2026.
  • Elevation Wealth Partners bought 17 Toll Brothers shares in Q2 2026, an estimated $2.42K.
  • Toll Brothers made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #944 holding.
  • Elevation Wealth Partners first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.