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Kingsview Wealth Management’s Toll Brothers TOL Stock Holding History

Kingsview 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
2018
Q1 		– Sell
-14,400
Closed -$7K – 427
2017
Q4 		$7K Buy
+14,400
New +$663K ﹤0.01% 333

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

Kingsview Wealth Management's TOL Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Toll Brothers (TOL) stake by 89% in Q1 2026, selling an estimated $8.99M and leaving 7,609 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #683.

Kingsview Wealth Management first reported a position in TOL in Q4 2017 and has held it in 12 quarters since. The position peaked at $10.8M in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Kingsview Wealth Management held 7,609 shares of Toll Brothers worth $1.04M as of Q1 2026.
  • Kingsview Wealth Management sold 61,239 Toll Brothers shares in Q1 2026, an estimated $8.99M.
  • Toll Brothers made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #683 holding.
  • Kingsview Wealth Management first reported a position in Toll Brothers in Q4 2017 and has held it in 12 quarters since.
  • Kingsview Wealth Management's Toll Brothers position peaked at $10.8M in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.