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LVW Advisors’s Toll Brothers TOL Stock Holding History

LVW 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 		$414K Buy
+2,513
New +$357K 0.04% 275

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LVW Advisors's TOL Position: Q2 2026 in Review

LVW Advisors opened a new position in Toll Brothers (TOL) in Q2 2026: 2,513 shares worth $414K. The stake represents 0.04% of the portfolio and ranks #275 among its holdings.

298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • LVW Advisors held 2,513 shares of Toll Brothers worth $414K as of Q2 2026.
  • Toll Brothers was a new LVW Advisors position in Q2 2026.
  • Toll Brothers made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #275 holding.
  • 298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.