Martin Capital Advisors’s Toll Brothers TOL Stock Holding History

Martin Capital 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	$869K	Buy	5,275 +745	+16%	+$106K	0.46%	42
2026 Q1	$618K	Buy	4,530 +129	+3%	+$18.9K	0.39%	45
2025 Q4	$595K	Buy	4,401 +430	+11%	+$58.4K	0.35%	49
2025 Q3	$549K	Buy	3,971 +395	+11%	+$51.6K	0.33%	51
2025 Q2	$408K	Hold	3,576	–	–	0.27%	55
2025 Q1	$378K	Hold	3,576	–	–	0.27%	56
2024 Q4	$450K	Buy	3,576 +520	+17%	+$77.2K	0.29%	51
2024 Q3	$472K	Hold	3,056	–	–	0.34%	49
2024 Q2	$352K	Hold	3,056	–	–	0.26%	53
2024 Q1	$395K	Hold	3,056	–	–	0.31%	54
2023 Q4	$314K	Buy	3,056 +251	+9%	+$20.9K	0.27%	55
2023 Q3	$207K	Buy	2,805 +195	+7%	+$15.4K	0.2%	62
2023 Q2	$206K	Buy	+2,610	New	+$175K	0.19%	62
2022 Q3	–	Sell	-23,910	Closed	-$1.07M	–	60
2022 Q2	$1.07M	Hold	23,910	–	–	0.94%	28
2022 Q1	$1.12M	Hold	23,910	–	–	0.77%	32
2021 Q4	$1.73M	Buy	+23,910	New	+$1.54M	1.07%	27

Other funds holding TOL

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Martin Capital Advisors's TOL Position: Q2 2026 in Review

Martin Capital Advisors increased its Toll Brothers (TOL) stake by 16% in Q2 2026, buying an estimated $106K and bringing the position to 5,275 shares worth $869K. The position accounts for 0.46% of the portfolio, ranked #42.

Martin Capital Advisors first reported a position in TOL in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.73M in Q4 2021. 283 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Martin Capital Advisors held 5,275 shares of Toll Brothers worth $869K as of Q2 2026.
Martin Capital Advisors bought 745 Toll Brothers shares in Q2 2026, an estimated $106K.
Toll Brothers made up 0.46% of Martin Capital Advisors's portfolio in Q2 2026, its #42 holding.
Martin Capital Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 16 quarters since.
Martin Capital Advisors's Toll Brothers position peaked at $1.73M in Q4 2021.
283 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Martin Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.