Mitchell McLeod Pugh & Williams’s Toll Brothers TOL Stock Holding History

Mitchell McLeod Pugh & Williams’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	$462K	Hold	2,806	–	–	0.06%	221
2026 Q1	$383K	Hold	2,806	–	–	0.06%	218
2025 Q4	$430K	Hold	2,806	–	–	0.06%	215
2025 Q3	$389K	Hold	2,806	–	–	0.06%	203
2025 Q2	$320K	Sell	2,806 -400	-12%	-$41.5K	0.06%	219
2025 Q1	$339K	Sell	3,206 -160	-5%	-$19.2K	0.07%	206
2024 Q4	$424K	Hold	3,366	–	–	0.09%	190
2024 Q3	$520K	Hold	3,366	–	–	0.11%	170
2024 Q2	$388K	Sell	3,366 -404	-11%	-$48.9K	0.09%	193
2024 Q1	$488K	Hold	3,770	–	–	0.12%	164
2023 Q4	$388K	Hold	3,770	–	–	0.1%	177
2023 Q3	$279K	Hold	3,770	–	–	0.08%	201
2023 Q2	$298K	Hold	3,770	–	–	0.09%	202
2023 Q1	$226K	Buy	+3,770	New	+$217K	0.07%	230
2022 Q1	–	Sell	-3,770	Closed	-$273K	–	239
2021 Q4	$273K	Hold	3,770	–	–	0.09%	199
2021 Q3	$208K	Hold	3,770	–	–	0.08%	217
2021 Q2	$218K	Hold	3,770	–	–	0.08%	212
2021 Q1	$214K	Buy	+3,770	New	+$197K	0.09%	202

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's TOL Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its Toll Brothers (TOL) position steady in Q2 2026 at 2,806 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #221.

Mitchell McLeod Pugh & Williams first reported a position in TOL in Q1 2021 and has held it in 18 quarters since. The position peaked at $520K in Q3 2024. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Mitchell McLeod Pugh & Williams held 2,806 shares of Toll Brothers worth $462K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up 0.06% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #221 holding.
Mitchell McLeod Pugh & Williams first reported a position in Toll Brothers in Q1 2021 and has held it in 18 quarters since.
Mitchell McLeod Pugh & Williams's Toll Brothers position peaked at $520K in Q3 2024.
802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.