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Gratus Wealth Advisors’s Toll Brothers TOL Stock Holding History

Gratus Wealth 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 		$895K Buy
5,434
+58
+1% +$8.25K 0.11% 67
2026
Q1 		$734K Sell
5,376
-754
-12% -$111K 0.11% 70
2025
Q4 		$829K Buy
6,130
+66
+1% +$8.96K 0.11% 67
2025
Q3 		$838K Buy
6,064
+70
+1% +$9.14K 0.12% 68
2025
Q2 		$684K Sell
5,994
-39
-0.6% -$4.05K 0.1% 75
2025
Q1 		$637K Buy
6,033
+439
+8% +$52.7K 0.1% 79
2024
Q4 		$705K Sell
5,594
-3
-0.1% -$445 0.11% 75
2024
Q3 		$842K Buy
5,597
+424
+8% +$57.5K 0.14% 73
2024
Q2 		$681K Buy
5,173
+415
+9% +$50.2K 0.12% 79
2024
Q1 		$538K Buy
4,758
+188
+4% +$20.5K 0.1% 86
2023
Q4 		$470K Buy
+4,570
New +$381K 0.09% 87

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

Gratus Wealth Advisors's TOL Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Toll Brothers (TOL) stake by 1.1% in Q2 2026, buying an estimated $8.25K and bringing the position to 5,434 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #67.

Gratus Wealth Advisors 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.

  • Gratus Wealth Advisors held 5,434 shares of Toll Brothers worth $895K as of Q2 2026.
  • Gratus Wealth Advisors bought 58 Toll Brothers shares in Q2 2026, an estimated $8.25K.
  • Toll Brothers made up 0.11% of Gratus Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Gratus Wealth Advisors 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 Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.