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Kaufman Rossin Wealth’s Toll Brothers TOL Stock Holding History

Kaufman Rossin 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
Q2 		$471K Hold
3,176
– – 0.22% 50
2026
Q1 		$433K Sell
3,176
-635
-17% -$93.2K 0.25% 46
2025
Q4 		$515K Sell
3,811
-48
-1% -$6.52K 0.27% 53
2025
Q3 		$533K Buy
3,859
+86
+2% +$11.2K 0.29% 45
2025
Q2 		$431K Buy
+3,773
New +$392K 0.27% 54

Other funds holding TOL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Kaufman Rossin Wealth's TOL Position: Q2 2026 in Review

Kaufman Rossin Wealth held its Toll Brothers (TOL) position steady in Q2 2026 at 3,176 shares worth $471K. The position accounts for 0.22% of the portfolio, ranked #50.

Kaufman Rossin Wealth first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q3 2025. 182 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Kaufman Rossin Wealth held 3,176 shares of Toll Brothers worth $471K as of Q2 2026.
  • Kaufman Rossin Wealth left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.22% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #50 holding.
  • Kaufman Rossin Wealth first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's Toll Brothers position peaked at $533K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.