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Modera Wealth Management’s Toll Brothers TOL Stock Holding History

Modera Wealth Management’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 		$294K Hold
1,782
– – ﹤0.01% 555
2026
Q1 		$243K Sell
1,782
-215
-11% -$31.6K ﹤0.01% 574
2025
Q4 		$270K Buy
1,997
+117
+6% +$15.9K ﹤0.01% 565
2025
Q3 		$260K Sell
1,880
-68
-3% -$8.88K ﹤0.01% 573
2025
Q2 		$222K Sell
1,948
-114
-6% -$11.8K ﹤0.01% 600
2025
Q1 		$218K Sell
2,062
-392
-16% -$47.1K ﹤0.01% 584
2024
Q4 		$309K Buy
2,454
+707
+40% +$105K ﹤0.01% 511
2024
Q3 		$270K Buy
1,747
+6
+0.3% +$814 ﹤0.01% 508
2024
Q2 		$201K Buy
1,741
+60
+4% +$7.26K ﹤0.01% 549
2024
Q1 		$217K Buy
+1,681
New +$183K ﹤0.01% 533
2022
Q1 		– Sell
-3,549
Closed -$257K – 571
2021
Q4 		$257K Buy
+3,549
New +$228K 0.01% 471

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Modera Wealth Management's TOL Position: Q2 2026 in Review

Modera Wealth Management held its Toll Brothers (TOL) position steady in Q2 2026 at 1,782 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Modera Wealth Management first reported a position in TOL in Q4 2021 and has held it in 11 quarters since. The position peaked at $309K in Q4 2024. 420 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Modera Wealth Management held 1,782 shares of Toll Brothers worth $294K as of Q2 2026.
  • Modera Wealth Management left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Modera Wealth Management first reported a position in Toll Brothers in Q4 2021 and has held it in 11 quarters since.
  • Modera Wealth Management's Toll Brothers position peaked at $309K in Q4 2024.
  • 420 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.