HWA
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HHM Wealth Advisors’s Toll Brothers TOL Stock Holding History

HHM 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 		$12.4K Hold
75
– – ﹤0.01% 600
2026
Q1 		$10.2K Hold
75
– – ﹤0.01% 641
2025
Q4 		$10.1K Hold
75
– – ﹤0.01% 618
2025
Q3 		$10.4K Hold
75
– – ﹤0.01% 633
2025
Q2 		$8.56K Hold
75
– – ﹤0.01% 630
2025
Q1 		$7.92K Sell
75
-14
-16% -$1.68K ﹤0.01% 619
2024
Q4 		$11.2K Buy
89
+14
+19% +$2.08K ﹤0.01% 575
2024
Q3 		$11.6K Hold
75
– – ﹤0.01% 540
2024
Q2 		$8.64K Hold
75
– – ﹤0.01% 568
2024
Q1 		$9.7K Hold
75
– – ﹤0.01% 529
2023
Q4 		$7.71K Hold
75
– – ﹤0.01% 559
2023
Q3 		$5.55K Hold
75
– – ﹤0.01% 621
2023
Q2 		$5.93K Hold
75
– – ﹤0.01% 639
2023
Q1 		$4.5K Hold
75
– – ﹤0.01% 655
2022
Q4 		$3.74K Hold
75
– – ﹤0.01% 554
2022
Q3 		$3K Hold
75
– – ﹤0.01% 586
2022
Q2 		$3K Buy
+75
New +$3.51K ﹤0.01% 724

Other funds holding TOL

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return