Focus Partners Wealth
TOL icon

Focus Partners Wealth’s Toll Brothers TOL Stock Holding History

Focus Partners Wealth’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 		$12.1M Sell
73,587
-12,609
-15% -$1.79M 0.01% 652
2026
Q1 		$11.8M Buy
86,196
+11,605
+16% +$1.7M 0.01% 671
2025
Q4 		$10.1M Buy
74,591
+1,207
+2% +$164K 0.01% 692
2025
Q3 		$10.1M Buy
73,384
+3,990
+6% +$521K 0.02% 557
2025
Q2 		$7.92M Sell
69,394
-4,438
-6% -$461K 0.02% 550
2025
Q1 		$7.8M Buy
73,832
+7,614
+11% +$914K 0.02% 517
2024
Q4 		$8.34M Buy
66,218
+10,375
+19% +$1.54M 0.02% 506
2024
Q3 		$8.63M Sell
55,843
-36,587
-40% -$4.96M 0.03% 439
2024
Q2 		$10.6M Buy
92,430
+46,655
+102% +$5.65M 0.04% 377
2024
Q1 		$5.92M Sell
45,775
-9,510
-17% -$1.03M 0.05% 294
2023
Q4 		$5.68M Buy
+55,285
New +$4.61M 0.07% 216

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

Focus Partners Wealth's TOL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Toll Brothers (TOL) stake by 15% in Q2 2026, selling an estimated $1.79M and leaving 73,587 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #652.

Focus Partners Wealth first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Focus Partners Wealth held 73,587 shares of Toll Brothers worth $12.1M as of Q2 2026.
  • Focus Partners Wealth sold 12,609 Toll Brothers shares in Q2 2026, an estimated $1.79M.
  • Toll Brothers made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #652 holding.
  • Focus Partners Wealth first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

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