Jamison Private Wealth Management’s Toll Brothers TOL Stock Holding History

Jamison Private 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	$1.35M	Buy	8,168 +801	+11%	+$114K	0.14%	111
2026 Q1	$1.01M	Buy	7,367 +241	+3%	+$35.4K	0.12%	118
2025 Q4	$964K	Buy	7,126 +151	+2%	+$20.5K	0.12%	118
2025 Q3	$964K	Buy	6,975 +1,637	+31%	+$214K	0.12%	114
2025 Q2	$609K	Buy	5,338 +855	+19%	+$88.7K	0.09%	134
2025 Q1	$473K	Buy	4,483 +1,001	+29%	+$120K	0.07%	141
2024 Q4	$439K	Buy	3,482 +1,920	+123%	+$285K	0.06%	150
2024 Q3	$241K	Buy	1,562 +296	+23%	+$40.1K	0.04%	175
2024 Q2	$146K	Hold	1,266	–	–	0.02%	193
2024 Q1	$164K	Hold	1,266	–	–	0.03%	187
2023 Q4	$130K	Hold	1,266	–	–	0.02%	189
2023 Q3	$93.6K	Buy	+1,266	New	+$99.9K	0.02%	203

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

Jamison Private Wealth Management's TOL Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Toll Brothers (TOL) stake by 11% in Q2 2026, buying an estimated $114K and bringing the position to 8,168 shares worth $1.35M. The position accounts for 0.14% of the portfolio, ranked #111.

Jamison Private Wealth Management first reported a position in TOL in Q3 2023 and has held it in 12 quarters since. 807 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Jamison Private Wealth Management held 8,168 shares of Toll Brothers worth $1.35M as of Q2 2026.
Jamison Private Wealth Management bought 801 Toll Brothers shares in Q2 2026, an estimated $114K.
Toll Brothers made up 0.14% of Jamison Private Wealth Management's portfolio in Q2 2026, its #111 holding.
Jamison Private Wealth Management first reported a position in Toll Brothers in Q3 2023 and has held it in 12 quarters since.
807 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.