Next Level Wealth Planning’s Toll Brothers TOL Stock Holding History

Next Level Wealth Planning’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 Q3	$47.7K	Buy	+354	New	+$51.4K	0.02%	176

Other funds holding TOL

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Next Level Wealth Planning's TOL Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Toll Brothers (TOL) in Q3 2026: 354 shares worth $47.7K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

365 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Next Level Wealth Planning held 354 shares of Toll Brothers worth $47.7K as of Q3 2026.
Toll Brothers was a new Next Level Wealth Planning position in Q3 2026.
Toll Brothers made up 0.02% of Next Level Wealth Planning's portfolio in Q3 2026, its #176 holding.
365 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.