Ethic Inc’s Toll Brothers TOL Stock Holding History

Ethic 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 Q2	$619K	Buy	3,755 +1,167	+45%	+$166K	0.01%	876
2026 Q1	$353K	Sell	2,588 -131	-5%	-$19.2K	0.01%	984
2025 Q4	$368K	Buy	+2,719	New	+$369K	0.01%	941
2024 Q4	–	Sell	-5,568	Closed	-$720K	–	1219
2024 Q3	$720K	Buy	5,568 +736	+15%	+$99.8K	0.02%	668
2024 Q2	$557K	Sell	4,832 -736	-13%	-$89.1K	0.01%	737
2024 Q1	$720K	Buy	5,568 +1,416	+34%	+$154K	0.02%	668
2023 Q4	$427K	Buy	+4,152	New	+$346K	0.01%	788

Other funds holding TOL

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ethic Inc's TOL Position: Q2 2026 in Review

Ethic Inc increased its Toll Brothers (TOL) stake by 45% in Q2 2026, buying an estimated $166K and bringing the position to 3,755 shares worth $619K. The position accounts for 0.01% of the portfolio, ranked #876.

Ethic Inc first reported a position in TOL in Q4 2023 and has held it in 7 quarters since. The position peaked at $720K in Q3 2024. 261 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Ethic Inc held 3,755 shares of Toll Brothers worth $619K as of Q2 2026.
Ethic Inc bought 1,167 Toll Brothers shares in Q2 2026, an estimated $166K.
Toll Brothers made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #876 holding.
Ethic Inc first reported a position in Toll Brothers in Q4 2023 and has held it in 7 quarters since.
Ethic Inc's Toll Brothers position peaked at $720K in Q3 2024.
261 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.