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Mark Sheptoff Financial Planning’s Toll Brothers TOL Stock Holding History

Mark Sheptoff Financial Planning’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 		$8.24K Hold
50
– – ﹤0.01% 385
2026
Q1 		$6.86K Hold
50
– – ﹤0.01% 388
2025
Q4 		$6.76K Hold
50
– – ﹤0.01% 390
2025
Q3 		$6.91K Hold
50
– – ﹤0.01% 376
2025
Q2 		$5.71K Hold
50
– – ﹤0.01% 389
2025
Q1 		$5.28K Hold
50
– – ﹤0.01% 371
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 347
2024
Q3 		$7.72K Buy
+50
New +$6.78K ﹤0.01% 333

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

Mark Sheptoff Financial Planning's TOL Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Toll Brothers (TOL) position steady in Q2 2026 at 50 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Mark Sheptoff Financial Planning first reported a position in TOL in Q3 2024 and has held it in 8 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Mark Sheptoff Financial Planning held 50 shares of Toll Brothers worth $8.24K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #385 holding.
  • Mark Sheptoff Financial Planning first reported a position in Toll Brothers in Q3 2024 and has held it in 8 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.