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Medallion Wealth Advisors’s Toll Brothers TOL Stock Holding History

Medallion Wealth 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 		– Sell
-100
Closed -$13.6K – 1298
2026
Q1 		$13.6K Hold
100
– – ﹤0.01% 720
2025
Q4 		$13.5K Hold
100
– – ﹤0.01% 708
2025
Q3 		$13.8K Hold
100
– – ﹤0.01% 700
2025
Q2 		$11.8K Hold
100
– – ﹤0.01% 717
2025
Q1 		$10.5K Hold
100
– – ﹤0.01% 676
2024
Q4 		$12.6K Buy
+100
New +$14.8K 0.01% 632

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

Medallion Wealth Advisors's TOL Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 100 shares — an estimated $13.6K sold.

Medallion Wealth Advisors first reported a position in TOL in Q4 2024 and held it in 6 quarters. The position peaked at $13.8K in Q3 2025. 807 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 100 Toll Brothers shares in Q2 2026, an estimated $13.6K.
  • Medallion Wealth Advisors first reported a position in Toll Brothers in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Toll Brothers position peaked at $13.8K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.