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EverSource Wealth Advisors’s Toll Brothers TOL Stock Holding History

EverSource 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 		$461K Sell
2,797
-838
-23% -$119K 0.02% 588
2026
Q1 		$496K Buy
3,635
+283
+8% +$41.6K 0.02% 609
2025
Q4 		$453K Sell
3,352
-71
-2% -$9.64K 0.02% 573
2025
Q3 		$473K Buy
3,423
+280
+9% +$36.5K 0.02% 522
2025
Q2 		$359K Buy
3,143
+2,979
+1,816% +$309K 0.02% 584
2025
Q1 		$17.3K Buy
164
+80
+95% +$9.61K ﹤0.01% 1771
2024
Q4 		$10.6K Sell
84
-20
-19% -$2.97K ﹤0.01% 1961
2024
Q3 		$16.1K Buy
104
+24
+30% +$3.25K ﹤0.01% 1601
2024
Q2 		$11.4K Buy
80
+24
+43% +$2.9K ﹤0.01% 1781
2024
Q1 		$6.67K Buy
56
+18
+47% +$1.96K ﹤0.01% 1901
2023
Q4 		$3.91K Hold
38
– – ﹤0.01% 1958
2023
Q3 		$2.81K Sell
38
-7
-16% -$553 ﹤0.01% 1906
2023
Q2 		$3.56K Hold
45
– – ﹤0.01% 1860
2023
Q1 		$2.7K Buy
45
+25
+125% +$1.44K ﹤0.01% 1846
2022
Q4 		$998 Hold
20
– – ﹤0.01% 2087
2022
Q3 		$1K Buy
+20
New +$927 ﹤0.01% 1901

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

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

EverSource Wealth Advisors reduced its Toll Brothers (TOL) stake by 23% in Q2 2026, selling an estimated $119K and leaving 2,797 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #588.

EverSource Wealth Advisors first reported a position in TOL in Q3 2022 and has held it in 16 quarters since. The position peaked at $496K in Q1 2026. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • EverSource Wealth Advisors held 2,797 shares of Toll Brothers worth $461K as of Q2 2026.
  • EverSource Wealth Advisors sold 838 Toll Brothers shares in Q2 2026, an estimated $119K.
  • Toll Brothers made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #588 holding.
  • EverSource Wealth Advisors first reported a position in Toll Brothers in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Toll Brothers position peaked at $496K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.