Meriwether Wealth & Planning’s Toll Brothers TOL Stock Holding History

Meriwether Wealth & Planning’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 Q3	$404	Buy	+3	New	+$436	﹤0.01%	786

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Meriwether Wealth & Planning's TOL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Toll Brothers (TOL) in Q3 2026: 3 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings.

152 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Meriwether Wealth & Planning held 3 shares of Toll Brothers worth $404 as of Q3 2026.
Toll Brothers was a new Meriwether Wealth & Planning position in Q3 2026.
Toll Brothers made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #786 holding.
152 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.