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Merit Financial Group’s Toll Brothers TOL Stock Holding History

Merit Financial 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 		$3.81M Buy
23,114
+312
+1% +$44.4K 0.02% 508
2026
Q1 		$3.11M Buy
22,802
+2,234
+11% +$328K 0.02% 530
2025
Q4 		$2.78M Buy
20,568
+72
+0.4% +$9.77K 0.02% 524
2025
Q3 		$2.83M Buy
20,496
+813
+4% +$106K 0.03% 458
2025
Q2 		$2.25M Buy
19,683
+10,732
+120% +$1.11M 0.03% 485
2025
Q1 		$945K Buy
8,951
+2,969
+50% +$356K 0.01% 668
2024
Q4 		$753K Buy
+5,982
New +$888K 0.01% 581
2024
Q3 		– Sell
-5,721
Closed -$659K – 955
2024
Q2 		$659K Sell
5,721
-83
-1% -$10K 0.01% 517
2024
Q1 		$718K Buy
5,804
+624
+12% +$67.9K 0.02% 486
2023
Q4 		$532K Buy
5,180
+1
+0% +$83 0.02% 479
2023
Q3 		$383K Hold
5,179
– – 0.01% 522
2023
Q2 		$410K Hold
5,179
– – 0.01% 510
2023
Q1 		$311K Buy
5,179
+1
+0% +$58 0.01% 504
2022
Q4 		$259K Buy
5,178
+78
+2% +$3.59K 0.01% 577
2022
Q3 		$214K Sell
5,100
-4,900
-49% -$227K 0.01% 511
2022
Q2 		$446K Buy
10,000
+5,000
+100% +$234K 0.01% 384
2022
Q1 		$235K Buy
+5,000
New +$280K 0.01% 338

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

Merit Financial Group's TOL Position: Q2 2026 in Review

Merit Financial Group increased its Toll Brothers (TOL) stake by 1.4% in Q2 2026, buying an estimated $44.4K and bringing the position to 23,114 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #508.

Merit Financial Group first reported a position in TOL in Q1 2022 and has held it in 17 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Merit Financial Group held 23,114 shares of Toll Brothers worth $3.81M as of Q2 2026.
  • Merit Financial Group bought 312 Toll Brothers shares in Q2 2026, an estimated $44.4K.
  • Toll Brothers made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #508 holding.
  • Merit Financial Group first reported a position in Toll Brothers in Q1 2022 and has held it in 17 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.