Gladstone Institutional Advisory’s Toll Brothers TOL Stock Holding History

Gladstone Institutional Advisory’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	$203K	Buy	+1,231	New	+$175K	0.01%	865
2024 Q3	–	Sell	-20,029	Closed	-$2.31M	–	727
2024 Q2	$2.31M	Sell	20,029 -2,544	-11%	-$308K	0.12%	203
2024 Q1	$2.92M	Sell	22,573 -21,843	-49%	-$2.38M	0.16%	166
2023 Q4	$4.57M	Buy	+44,416	New	+$3.7M	0.26%	104
2023 Q3	–	Sell	-103,195	Closed	-$8.16M	–	674
2023 Q2	$8.16M	Buy	103,195 +33,812	+49%	+$2.27M	0.5%	42
2023 Q1	$4.17M	Buy	+69,383	New	+$4M	0.27%	103

Other funds holding TOL

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Gladstone Institutional Advisory's TOL Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Toll Brothers (TOL) in Q2 2026: 1,231 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in TOL as recently as Q2 2024.

Gladstone Institutional Advisory first reported a position in TOL in Q1 2023 and has held it in 6 quarters since. The position peaked at $8.16M in Q2 2023. 298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Gladstone Institutional Advisory held 1,231 shares of Toll Brothers worth $203K as of Q2 2026.
Toll Brothers was a new Gladstone Institutional Advisory position in Q2 2026.
Toll Brothers made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #865 holding.
Gladstone Institutional Advisory first reported a position in Toll Brothers in Q1 2023 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Toll Brothers position peaked at $8.16M in Q2 2023.
298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.