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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
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 $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mount Yale Investment Advisors's TOL Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Toll Brothers (TOL) in Q1 2026: 1,543 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in TOL as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in TOL in Q3 2018 and has held it in 3 quarters since. 781 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Mount Yale Investment Advisors held 1,543 shares of Toll Brothers worth $211K as of Q1 2026.
  • Toll Brothers was a new Mount Yale Investment Advisors position in Q1 2026.
  • Toll Brothers made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1038 holding.
  • Mount Yale Investment Advisors first reported a position in Toll Brothers in Q3 2018 and has held it in 3 quarters since.
  • 781 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.