IAA
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Independent Advisor Alliance’s Toll Brothers TOL Stock Holding History

Independent Advisor Alliance’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
Q1 		$557K Buy
4,081
+57
+1% +$8.37K 0.01% 1074
2025
Q4 		$544K Buy
4,024
+775
+24% +$105K 0.01% 625
2025
Q3 		$449K Buy
3,249
+105
+3% +$13.7K 0.01% 653
2025
Q2 		$359K Buy
3,144
+849
+37% +$88.1K 0.01% 686
2025
Q1 		$242K Sell
2,295
-155
-6% -$18.6K 0.01% 718
2024
Q4 		$309K Buy
2,450
+225
+10% +$33.4K ﹤0.01% 1127
2024
Q3 		$344K Buy
2,225
+149
+7% +$20.2K 0.01% 532
2024
Q2 		$239K Buy
+2,076
New +$251K 0.01% 629
2022
Q1 		– Sell
-4,477
Closed -$324K – 735
2021
Q4 		$324K Buy
4,477
+26
+0.6% +$1.67K 0.02% 501
2021
Q3 		$246K Buy
4,451
+653
+17% +$38.6K 0.01% 539
2021
Q2 		$220K Sell
3,798
-122
-3% -$7.44K 0.01% 569
2021
Q1 		$222K Buy
+3,920
New +$205K 0.01% 530

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Independent Advisor Alliance's TOL Position: Q1 2026 in Review

Independent Advisor Alliance increased its Toll Brothers (TOL) stake by 1.4% in Q1 2026, buying an estimated $8.37K and bringing the position to 4,081 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #1074.

Independent Advisor Alliance first reported a position in TOL in Q1 2021 and has held it in 12 quarters since. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Independent Advisor Alliance held 4,081 shares of Toll Brothers worth $557K as of Q1 2026.
  • Independent Advisor Alliance bought 57 Toll Brothers shares in Q1 2026, an estimated $8.37K.
  • Toll Brothers made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1074 holding.
  • Independent Advisor Alliance first reported a position in Toll Brothers in Q1 2021 and has held it in 12 quarters since.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.