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WELLINGTON-ALTUS USA INC.’s Toll Brothers TOL Stock Holding History

WELLINGTON-ALTUS USA 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 		$48.9K Hold
358
– – 0.03% 308
2026
Q1 		$59K Hold
358
– – 0.03% 313
2025
Q4 		$48.4K Buy
+358
New +$48.6K 0.04% 297

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

WELLINGTON-ALTUS USA INC.'s TOL Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Toll Brothers (TOL) position steady in Q2 2026 at 358 shares worth $48.9K. The position accounts for 0.03% of the portfolio, ranked #308.

WELLINGTON-ALTUS USA INC. first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $59K in Q1 2026. 807 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 358 shares of Toll Brothers worth $48.9K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #308 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Toll Brothers position peaked at $59K in Q1 2026.
  • 807 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.