IWP
TOL icon

IAG Wealth Partners’s Toll Brothers TOL Stock Holding History

IAG Wealth Partners’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 		$2.46K Hold
15
– – ﹤0.01% 455
2026
Q1 		$2.04K Hold
15
– – ﹤0.01% 470
2025
Q4 		$2.02K Sell
15
-238
-94% -$32.3K ﹤0.01% 451
2025
Q3 		$34.9K Hold
253
– – ﹤0.01% 251
2025
Q2 		$28.9K Sell
253
-8
-3% -$830 ﹤0.01% 248
2025
Q1 		$27.6K Hold
261
– – ﹤0.01% 247
2024
Q4 		$32.9K Buy
261
+238
+1,035% +$35.3K 0.01% 229
2024
Q3 		$3.55K Hold
23
– – ﹤0.01% 424
2024
Q2 		$2.65K Buy
+23
New +$2.78K ﹤0.01% 437

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

IAG Wealth Partners's TOL Position: Q2 2026 in Review

IAG Wealth Partners held its Toll Brothers (TOL) position steady in Q2 2026 at 15 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

IAG Wealth Partners first reported a position in TOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.9K in Q3 2025. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • IAG Wealth Partners held 15 shares of Toll Brothers worth $2.46K as of Q2 2026.
  • IAG Wealth Partners left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #455 holding.
  • IAG Wealth Partners first reported a position in Toll Brothers in Q2 2024 and has held it in 9 quarters since.
  • IAG Wealth Partners's Toll Brothers position peaked at $34.9K in Q3 2025.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.