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Kingswood Wealth Advisors’s Toll Brothers TOL Stock Holding History

Kingswood Wealth Advisors’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 		$412K Sell
2,498
-334
-12% -$47.5K 0.02% 663
2026
Q1 		$386K Sell
2,832
-3,062
-52% -$450K 0.02% 631
2025
Q4 		$797K Buy
5,894
+104
+2% +$14.1K 0.04% 398
2025
Q3 		$800K Sell
5,790
-73
-1% -$9.53K 0.05% 346
2025
Q2 		$669K Buy
5,863
+724
+14% +$75.1K 0.05% 345
2025
Q1 		$542K Sell
5,139
-591
-10% -$71K 0.05% 370
2024
Q4 		$722K Buy
5,730
+2,344
+69% +$348K 0.05% 343
2024
Q3 		$524K Sell
3,386
-1,466
-30% -$199K 0.04% 442
2024
Q2 		$559K Buy
4,852
+2,158
+80% +$261K 0.05% 360
2024
Q1 		$349K Sell
2,694
-1,928
-42% -$210K 0.04% 437
2023
Q4 		$475K Buy
4,622
+867
+23% +$72.2K 0.05% 357
2023
Q3 		$278K Buy
3,755
+20
+0.5% +$1.58K 0.05% 336
2023
Q2 		$295K Buy
+3,735
New +$251K 0.09% 201

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's TOL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Toll Brothers (TOL) stake by 12% in Q2 2026, selling an estimated $47.5K and leaving 2,498 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #663.

Kingswood Wealth Advisors first reported a position in TOL in Q2 2023 and has held it in 13 quarters since. The position peaked at $800K in Q3 2025. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Kingswood Wealth Advisors held 2,498 shares of Toll Brothers worth $412K as of Q2 2026.
  • Kingswood Wealth Advisors sold 334 Toll Brothers shares in Q2 2026, an estimated $47.5K.
  • Toll Brothers made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #663 holding.
  • Kingswood Wealth Advisors first reported a position in Toll Brothers in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Toll Brothers position peaked at $800K in Q3 2025.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.