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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
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 $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

Jackson Thornton Wealth Management's TOL Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Toll Brothers (TOL) stake by 13% in Q1 2026, selling an estimated $38.2K and leaving 1,757 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #239.

Jackson Thornton Wealth Management first reported a position in TOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $282K in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,757 shares of Toll Brothers worth $246K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 260 Toll Brothers shares in Q1 2026, an estimated $38.2K.
  • Toll Brothers made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Jackson Thornton Wealth Management first reported a position in Toll Brothers in Q2 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Toll Brothers position peaked at $282K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.