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Kestra Private Wealth Services’s Toll Brothers TOL Stock Holding History

Kestra Private Wealth Services’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 		$293K Sell
1,779
-86
-5% -$12.2K ﹤0.01% 1502
2026
Q1 		$255K Sell
1,865
-101
-5% -$14.8K ﹤0.01% 1527
2025
Q4 		$266K Sell
1,966
-513
-21% -$69.6K ﹤0.01% 1475
2025
Q3 		$342K Sell
2,479
-79
-3% -$10.3K ﹤0.01% 1291
2025
Q2 		$292K Sell
2,558
-973
-28% -$101K ﹤0.01% 1298
2025
Q1 		$373K Buy
3,531
+877
+33% +$105K 0.01% 1094
2024
Q4 		$334K Buy
2,654
+59
+2% +$8.76K 0.01% 1097
2024
Q3 		$401K Sell
2,595
-1,166
-31% -$158K 0.01% 970
2024
Q2 		$433K Buy
3,761
+87
+2% +$10.5K 0.01% 892
2024
Q1 		$475K Buy
3,674
+522
+17% +$56.8K 0.01% 817
2023
Q4 		$324K Buy
+3,152
New +$263K 0.01% 911

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kestra Private Wealth Services's TOL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Toll Brothers (TOL) stake by 4.6% in Q2 2026, selling an estimated $12.2K and leaving 1,779 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Kestra Private Wealth Services first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $475K in Q1 2024. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Kestra Private Wealth Services held 1,779 shares of Toll Brothers worth $293K as of Q2 2026.
  • Kestra Private Wealth Services sold 86 Toll Brothers shares in Q2 2026, an estimated $12.2K.
  • Toll Brothers made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1502 holding.
  • Kestra Private Wealth Services first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • Kestra Private Wealth Services's Toll Brothers position peaked at $475K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.