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SACKS & ASSOCIATES, LLC’s Toll Brothers TOL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$1.07M Buy
7,333
+18
+0.2% +$2.56K 0.72% 36
2026
Q1 		$998K Buy
7,315
+136
+2% +$20K 0.74% 33
2025
Q4 		$971K Buy
+7,179
New +$975K 0.71% 32

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's TOL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC increased its Toll Brothers (TOL) stake by 0.25% in Q2 2026, buying an estimated $2.56K and bringing the position to 7,333 shares worth $1.07M. The position accounts for 0.72% of the portfolio, ranked #36.

SACKS & ASSOCIATES, LLC first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 7,333 shares of Toll Brothers worth $1.07M as of Q2 2026.
  • SACKS & ASSOCIATES, LLC bought 18 Toll Brothers shares in Q2 2026, an estimated $2.56K.
  • Toll Brothers made up 0.72% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #36 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.