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Fortune Financial Advisors’s Toll Brothers TOL Stock Holding History

Fortune Financial 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 		$659K Hold
4,000
– – 0.28% 81
2026
Q1 		$546K Buy
+4,000
New +$587K 0.28% 82

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Fortune Financial Advisors's TOL Position: Q2 2026 in Review

Fortune Financial Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 4,000 shares worth $659K. The position accounts for 0.28% of the portfolio, ranked #81.

Fortune Financial Advisors first reported a position in TOL in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Fortune Financial Advisors held 4,000 shares of Toll Brothers worth $659K as of Q2 2026.
  • Fortune Financial Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.28% of Fortune Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Fortune Financial Advisors first reported a position in Toll Brothers in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.