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Mount Yale Investment Advisors’s Toll Brothers TOL Stock Holding History

Mount Yale Investment Advisors’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 		$252K Sell
1,527
-16
-1% -$2.28K ﹤0.01% 1055
2026
Q1 		$211K Buy
+1,543
New +$227K ﹤0.01% 1038
2025
Q3 		– Sell
-136
Closed -$15.5K – 1519
2025
Q2 		$15.5K Buy
+136
New +$14.1K ﹤0.01% 1080
2018
Q4 		– Sell
-1,242
Closed -$41K – 738
2018
Q3 		$41K Buy
+1,242
New +$45K 0.01% 646

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's TOL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Toll Brothers (TOL) stake by 1% in Q2 2026, selling an estimated $2.28K and leaving 1,527 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Mount Yale Investment Advisors first reported a position in TOL in Q3 2018 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Mount Yale Investment Advisors held 1,527 shares of Toll Brothers worth $252K as of Q2 2026.
  • Mount Yale Investment Advisors sold 16 Toll Brothers shares in Q2 2026, an estimated $2.28K.
  • Toll Brothers made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1055 holding.
  • Mount Yale Investment Advisors first reported a position in Toll Brothers in Q3 2018 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.