Jamison Private Wealth Management
TOL icon

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
Q3 		$1.19M Buy
8,799
+631
+8% +$91.7K 0.12% 115
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 +$100K 0.02% 203

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Jamison Private Wealth Management's TOL Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Toll Brothers (TOL) stake by 7.7% in Q3 2026, buying an estimated $91.7K and bringing the position to 8,799 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #115.

Jamison Private Wealth Management first reported a position in TOL in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q2 2026. 332 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Jamison Private Wealth Management held 8,799 shares of Toll Brothers worth $1.19M as of Q3 2026.
  • Jamison Private Wealth Management bought 631 Toll Brothers shares in Q3 2026, an estimated $91.7K.
  • Toll Brothers made up 0.12% of Jamison Private Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Jamison Private Wealth Management first reported a position in Toll Brothers in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Toll Brothers position peaked at $1.35M in Q2 2026.
  • 332 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.