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Measured Wealth Private Client Group’s Toll Brothers TOL Stock Holding History

Measured Wealth Private Client Group’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 		$31.3K Hold
190
– – 0.01% 403
2026
Q1 		$25.9K Hold
190
– – 0.01% 416
2025
Q4 		$25.7K Sell
190
-21
-10% -$2.85K 0.01% 420
2025
Q3 		$29.1K Buy
+211
New +$27.5K 0.01% 394
2025
Q1 		– Sell
-2,120
Closed -$267K – 194
2024
Q4 		$267K Buy
2,120
+680
+47% +$101K 0.09% 151
2024
Q3 		$222K Buy
+1,440
New +$195K 0.07% 166

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

Measured Wealth Private Client Group's TOL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Toll Brothers (TOL) position steady in Q2 2026 at 190 shares worth $31.3K. The position accounts for 0.01% of the portfolio, ranked #403.

Measured Wealth Private Client Group first reported a position in TOL in Q3 2024 and has held it in 6 quarters since. The position peaked at $267K in Q4 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Measured Wealth Private Client Group held 190 shares of Toll Brothers worth $31.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #403 holding.
  • Measured Wealth Private Client Group first reported a position in Toll Brothers in Q3 2024 and has held it in 6 quarters since.
  • Measured Wealth Private Client Group's Toll Brothers position peaked at $267K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.