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Institute for Wealth Management’s Toll Brothers TOL Stock Holding History

Institute for 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 		$70.5K Buy
+428
New +$60.9K 0.01% 784
2026
Q1 		– Sell
-2,500
Closed -$338K – 575
2025
Q4 		$338K Hold
2,500
– – 0.04% 403
2025
Q3 		$345K Sell
2,500
-105
-4% -$13.7K 0.04% 420
2025
Q2 		$297K Hold
2,605
– – 0.03% 440
2025
Q1 		$275K Buy
+2,605
New +$313K 0.04% 435

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

Institute for Wealth Management's TOL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Toll Brothers (TOL) in Q2 2026: 428 shares worth $70.5K. The stake represents 0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TOL as recently as Q4 2025.

Institute for Wealth Management first reported a position in TOL in Q1 2025 and has held it in 5 quarters since. The position peaked at $345K in Q3 2025. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Institute for Wealth Management held 428 shares of Toll Brothers worth $70.5K as of Q2 2026.
  • Toll Brothers was a new Institute for Wealth Management position in Q2 2026.
  • Toll Brothers made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Institute for Wealth Management first reported a position in Toll Brothers in Q1 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's Toll Brothers position peaked at $345K in Q3 2025.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.