Empirical Wealth Management
TOL icon

Empirical Wealth Management’s Toll Brothers TOL Stock Holding History

Empirical 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
Q3 		$541K Buy
4,012
+1,154
+40% +$168K 0.01% 739
2026
Q2 		$471K Sell
2,858
-2,103
-42% -$299K 0.01% 708
2026
Q1 		$677K Buy
+4,961
New +$728K 0.01% 462

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Empirical Wealth Management's TOL Position: Q3 2026 in Review

Empirical Wealth Management increased its Toll Brothers (TOL) stake by 40% in Q3 2026, buying an estimated $168K and bringing the position to 4,012 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #739.

Empirical Wealth Management first reported a position in TOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $677K in Q1 2026. 561 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Empirical Wealth Management held 4,012 shares of Toll Brothers worth $541K as of Q3 2026.
  • Empirical Wealth Management bought 1,154 Toll Brothers shares in Q3 2026, an estimated $168K.
  • Toll Brothers made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #739 holding.
  • Empirical Wealth Management first reported a position in Toll Brothers in Q1 2026 and has held it in 3 quarters since.
  • Empirical Wealth Management's Toll Brothers position peaked at $677K in Q1 2026.
  • 561 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.