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Jackson Thornton Wealth Management’s Toll Brothers TOL Stock Holding History

Jackson Thornton 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 		$358K Buy
2,173
+416
+24% +$59.2K 0.03% 227
2026
Q1 		$246K Sell
1,757
-260
-13% -$38.2K 0.02% 239
2025
Q4 		$274K Sell
2,017
-120
-6% -$16.3K 0.03% 219
2025
Q3 		$282K Buy
2,137
+150
+8% +$19.6K 0.03% 198
2025
Q2 		$232K Buy
+1,987
New +$206K 0.03% 119

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

Jackson Thornton Wealth Management's TOL Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Toll Brothers (TOL) stake by 24% in Q2 2026, buying an estimated $59.2K and bringing the position to 2,173 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #227.

Jackson Thornton Wealth Management first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Jackson Thornton Wealth Management held 2,173 shares of Toll Brothers worth $358K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 416 Toll Brothers shares in Q2 2026, an estimated $59.2K.
  • Toll Brothers made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Jackson Thornton Wealth Management first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.