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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
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 $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Medallion Wealth Advisors's TOL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Toll Brothers (TOL) position steady in Q1 2026 at 100 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Medallion Wealth Advisors first reported a position in TOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.8K in Q3 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of Toll Brothers worth $13.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Toll Brothers share count unchanged in Q1 2026.
  • Toll Brothers made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #720 holding.
  • Medallion Wealth Advisors first reported a position in Toll Brothers in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Toll Brothers position peaked at $13.8K in Q3 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.