Integrated Wealth Concepts’s Toll Brothers TOL Stock Holding History

Integrated Wealth Concepts’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	$703K	Sell	4,268 -1,032	-19%	-$147K	﹤0.01%	1445
2026 Q1	$723K	Buy	5,300 +3,643	+220%	+$535K	0.01%	1303
2025 Q4	$224K	Sell	1,657 -3,686	-69%	-$500K	﹤0.01%	1458
2025 Q3	$738K	Buy	5,343 +400	+8%	+$52.2K	0.01%	1141
2025 Q2	$564K	Buy	+4,943	New	+$513K	0.01%	1203
2020 Q2	–	Sell	-96	Closed	-$2K	–	524
2020 Q1	$2K	Buy	+96	New	+$3.63K	﹤0.01%	413

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's TOL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Toll Brothers (TOL) stake by 19% in Q2 2026, selling an estimated $147K and leaving 4,268 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Integrated Wealth Concepts first reported a position in TOL in Q1 2020 and has held it in 6 quarters since. The position peaked at $738K in Q3 2025. 807 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Integrated Wealth Concepts held 4,268 shares of Toll Brothers worth $703K as of Q2 2026.
Integrated Wealth Concepts sold 1,032 Toll Brothers shares in Q2 2026, an estimated $147K.
Toll Brothers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1445 holding.
Integrated Wealth Concepts first reported a position in Toll Brothers in Q1 2020 and has held it in 6 quarters since.
Integrated Wealth Concepts's Toll Brothers position peaked at $738K in Q3 2025.
807 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.