LWCFA
TOL icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Toll Brothers TOL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$66.7K Hold
405
– – ﹤0.01% 414
2026
Q1 		$56.7K Buy
+405
New +$59.5K ﹤0.01% 416
2025
Q3 		– Sell
-200
Closed -$22.8K – 557
2025
Q2 		$22.8K Hold
200
– – ﹤0.01% 445
2025
Q1 		$19.6K Hold
200
– – ﹤0.01% 446
2024
Q4 		$28K Hold
200
– – ﹤0.01% 439
2024
Q3 		$30.1K Hold
200
– – ﹤0.01% 427
2024
Q2 		$26.5K Buy
+200
New +$24.2K ﹤0.01% 434

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TOL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 405 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TOL in Q2 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 405 shares of Toll Brothers worth $66.7K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #414 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Toll Brothers in Q2 2024 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.