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
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 $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Focus Partners Wealth's TOL Position: Q1 2026 in Review

Focus Partners Wealth increased its Toll Brothers (TOL) stake by 16% in Q1 2026, buying an estimated $1.7M and bringing the position to 86,196 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #671.

Focus Partners Wealth first reported a position in TOL in Q4 2023 and has held it in 10 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Focus Partners Wealth held 86,196 shares of Toll Brothers worth $11.8M as of Q1 2026.
  • Focus Partners Wealth bought 11,605 Toll Brothers shares in Q1 2026, an estimated $1.7M.
  • Toll Brothers made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #671 holding.
  • Focus Partners Wealth first reported a position in Toll Brothers in Q4 2023 and has held it in 10 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.