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EP Wealth Advisors’s Toll Brothers TOL Stock Holding History

EP Wealth Advisors’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 		– Sell
-3,525
Closed -$481K – 1881
2026
Q1 		$481K Buy
3,525
+474
+16% +$69.6K ﹤0.01% 912
2025
Q4 		$413K Buy
+3,051
New +$414K ﹤0.01% 967
2025
Q2 		$215K Buy
+1,882
New +$195K ﹤0.01% 1215
2024
Q4 		– Sell
-1,324
Closed -$204K – 1324
2024
Q3 		$204K Buy
+1,324
New +$180K ﹤0.01% 1037

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

EP Wealth Advisors's TOL Position: Q2 2026 in Review

EP Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 3,525 shares — an estimated $481K sold.

EP Wealth Advisors first reported a position in TOL in Q3 2024 and held it in 4 quarters. The position peaked at $481K in Q1 2026. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • EP Wealth Advisors reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,525 Toll Brothers shares in Q2 2026, an estimated $481K.
  • EP Wealth Advisors first reported a position in Toll Brothers in Q3 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Toll Brothers position peaked at $481K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.