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Essential Partners’s Toll Brothers TOL Stock Holding History

Essential 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 		$437K Sell
2,655
-1,730
-39% -$246K 0.2% 93
2026
Q1 		$598K Sell
4,385
-5
-0.1% -$734 0.2% 128
2025
Q4 		$594K Sell
4,390
-308
-7% -$41.8K 0.18% 156
2025
Q3 		$649K Buy
4,698
+670
+17% +$87.5K 0.21% 129
2025
Q2 		$460K Buy
+4,028
New +$418K 0.18% 171

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

Essential Partners's TOL Position: Q2 2026 in Review

Essential Partners reduced its Toll Brothers (TOL) stake by 39% in Q2 2026, selling an estimated $246K and leaving 2,655 shares worth $437K. The position accounts for 0.2% of the portfolio, ranked #93.

Essential Partners first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q3 2025. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Essential Partners held 2,655 shares of Toll Brothers worth $437K as of Q2 2026.
  • Essential Partners sold 1,730 Toll Brothers shares in Q2 2026, an estimated $246K.
  • Toll Brothers made up 0.2% of Essential Partners's portfolio in Q2 2026, its #93 holding.
  • Essential Partners first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Toll Brothers position peaked at $649K in Q3 2025.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.