MWM
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Moran Wealth Management’s Toll Brothers TOL Stock Holding History

Moran 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 		$14.8M Buy
89,996
+508
+0.6% +$72.3K 0.4% 71
2026
Q1 		$12.2M Buy
89,488
+9,992
+13% +$1.47M 0.37% 84
2025
Q4 		$10.7M Buy
79,496
+5,405
+7% +$734K 0.33% 95
2025
Q3 		$10.2M Buy
74,091
+41,779
+129% +$5.45M 0.31% 103
2025
Q2 		$3.69M Sell
32,312
-3,631
-10% -$377K 0.11% 226
2025
Q1 		$3.8M Buy
35,943
+1,269
+4% +$152K 0.13% 213
2024
Q4 		$4.37M Buy
34,674
+1,787
+5% +$265K 0.14% 180
2024
Q3 		$5.08M Sell
32,887
-93
-0.3% -$12.6K 0.16% 168
2024
Q2 		$3.8M Buy
32,980
+4,787
+17% +$579K 0.13% 195
2024
Q1 		$3.65M Buy
28,193
+11,013
+64% +$1.2M 0.12% 201
2023
Q4 		$1.77M Buy
17,180
+9,456
+122% +$788K 0.06% 256
2023
Q3 		$571K Buy
7,724
+4,668
+153% +$369K 0.02% 303
2023
Q2 		$242K Buy
+3,056
New +$205K 0.01% 366

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Moran Wealth Management increased its Toll Brothers (TOL) stake by 0.57% in Q2 2026, buying an estimated $72.3K and bringing the position to 89,996 shares worth $14.8M. The position accounts for 0.4% of the portfolio, ranked #71.

Moran Wealth Management first reported a position in TOL in Q2 2023 and has held it in 13 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Moran Wealth Management held 89,996 shares of Toll Brothers worth $14.8M as of Q2 2026.
  • Moran Wealth Management bought 508 Toll Brothers shares in Q2 2026, an estimated $72.3K.
  • Toll Brothers made up 0.4% of Moran Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Moran Wealth Management first reported a position in Toll Brothers in Q2 2023 and has held it in 13 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.