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MOKAN Wealth Management’s Toll Brothers TOL Stock Holding History

MOKAN 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 		– Sell
-4,110
Closed -$561K – 121
2026
Q1 		$561K Buy
4,110
+1,998
+95% +$293K 0.25% 91
2025
Q4 		$286K Buy
2,112
+551
+35% +$74.8K 0.13% 80
2025
Q3 		$215K Buy
+1,561
New +$204K 0.11% 94

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

MOKAN Wealth Management sold out of Toll Brothers (TOL) in Q2 2026, closing a stake of 4,110 shares — an estimated $561K sold.

MOKAN Wealth Management first reported a position in TOL in Q3 2025 and held it in 3 quarters. The position peaked at $561K in Q1 2026. 304 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Toll Brothers position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 4,110 Toll Brothers shares in Q2 2026, an estimated $561K.
  • MOKAN Wealth Management first reported a position in Toll Brothers in Q3 2025 and held it in 3 quarters.
  • MOKAN Wealth Management's Toll Brothers position peaked at $561K in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.