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HB Wealth Management’s Toll Brothers TOL Stock Holding History

HB Wealth Management’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 		$628K Buy
3,814
+330
+9% +$46.9K ﹤0.01% 990
2026
Q1 		$475K Buy
3,484
+362
+12% +$53.2K ﹤0.01% 1001
2025
Q4 		$422K Buy
3,122
+56
+2% +$7.6K ﹤0.01% 976
2025
Q3 		$424K Buy
3,066
+503
+20% +$65.7K ﹤0.01% 925
2025
Q2 		$293K Buy
2,563
+274
+12% +$28.4K ﹤0.01% 949
2025
Q1 		$242K Buy
2,289
+363
+19% +$43.6K ﹤0.01% 1054
2024
Q4 		$243K Buy
+1,926
New +$286K ﹤0.01% 898

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

HB Wealth Management's TOL Position: Q2 2026 in Review

HB Wealth Management increased its Toll Brothers (TOL) stake by 9.5% in Q2 2026, buying an estimated $46.9K and bringing the position to 3,814 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

HB Wealth Management first reported a position in TOL in Q4 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • HB Wealth Management held 3,814 shares of Toll Brothers worth $628K as of Q2 2026.
  • HB Wealth Management bought 330 Toll Brothers shares in Q2 2026, an estimated $46.9K.
  • Toll Brothers made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #990 holding.
  • HB Wealth Management first reported a position in Toll Brothers in Q4 2024 and has held it in 7 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.