Ellevest Inc’s Toll Brothers TOL Stock Holding History

Ellevest Inc’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	$216K	Buy	+1,722	New	+$250K	0.03%	421
2023 Q2	–	Sell	-478	Closed	-$28.7K	–	1508
2023 Q1	$28.7K	Buy	478 +242	+103%	+$14K	﹤0.01%	750
2022 Q4	$11.8K	Buy	236 +61	+35%	+$2.8K	﹤0.01%	989
2022 Q3	$7K	Buy	+175	New	+$8.11K	﹤0.01%	1116
2021 Q4	–	Sell	-576	Closed	-$32K	–	1650
2021 Q3	$32K	Hold	576	–	–	﹤0.01%	573
2021 Q2	$33K	Hold	576	–	–	﹤0.01%	554
2021 Q1	$33K	Hold	576	–	–	﹤0.01%	560
2020 Q4	$25K	Hold	576	–	–	﹤0.01%	589
2020 Q3	$28K	Hold	576	–	–	0.01%	467
2020 Q2	$19K	Buy	576 +87	+18%	+$2.38K	﹤0.01%	500
2020 Q1	$9K	Hold	489	–	–	﹤0.01%	572
2019 Q4	$19K	Buy	+489	New	+$19.5K	0.01%	428

Other funds holding TOL

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Ellevest Inc's TOL Position: Q3 2026 in Review

Ellevest Inc opened a new position in Toll Brothers (TOL) in Q3 2026: 1,722 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #421 among its holdings. This is a return to the name: Ellevest Inc previously reported a position in TOL as recently as Q1 2023.

Ellevest Inc first reported a position in TOL in Q4 2019 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Ellevest Inc held 1,722 shares of Toll Brothers worth $216K as of Q3 2026.
Toll Brothers was a new Ellevest Inc position in Q3 2026.
Toll Brothers made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #421 holding.
Ellevest Inc first reported a position in Toll Brothers in Q4 2019 and has held it in 12 quarters since.
452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.