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Journey Strategic Wealth’s Toll Brothers TOL Stock Holding History

Journey Strategic Wealth’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 Buy
1,801
+95
+6% +$13.9K 0.01% 663
2025
Q4 		$231K Buy
1,706
+44
+3% +$5.97K 0.01% 634
2025
Q3 		$230K Buy
+1,662
New +$217K 0.01% 594
2025
Q1 		– Sell
-1,891
Closed -$238K – 542
2024
Q4 		$238K Buy
1,891
+19
+1% +$2.82K 0.01% 409
2024
Q3 		$289K Sell
1,872
-44
-2% -$5.97K 0.01% 346
2024
Q2 		$221K Buy
1,916
+189
+11% +$22.9K 0.01% 339
2024
Q1 		$223K Buy
+1,727
New +$188K 0.01% 253

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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

Journey Strategic Wealth's TOL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Toll Brothers (TOL) stake by 5.6% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,801 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #663.

Journey Strategic Wealth first reported a position in TOL in Q1 2024 and has held it in 7 quarters since. The position peaked at $289K in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Journey Strategic Wealth held 1,801 shares of Toll Brothers worth $246K as of Q1 2026.
  • Journey Strategic Wealth bought 95 Toll Brothers shares in Q1 2026, an estimated $13.9K.
  • Toll Brothers made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #663 holding.
  • Journey Strategic Wealth first reported a position in Toll Brothers in Q1 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Toll Brothers position peaked at $289K in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.