Northstar Advisory Group’s Toll Brothers TOL Stock Holding History

Northstar Advisory Group’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	$944K	Buy	5,728 +16	+0.3%	+$2.28K	0.29%	58
2026 Q1	$780K	Sell	5,712 -7,361	-56%	-$1.08M	0.29%	63
2025 Q4	$1.77M	Sell	13,073 -21,713	-62%	-$2.95M	0.63%	44
2025 Q3	$4.81M	Buy	34,786 +26,045	+298%	+$3.4M	1.96%	15
2025 Q2	$998K	Buy	+8,741	New	+$907K	0.49%	45
2024 Q3	–	Sell	-11,129	Closed	-$1.28M	–	108
2024 Q2	$1.28M	Sell	11,129 -5,719	-34%	-$692K	0.74%	36
2024 Q1	$2.13M	Buy	16,848 +2,808	+20%	+$306K	1.29%	26
2023 Q4	$1.44M	Buy	14,040 +1,103	+9%	+$91.9K	0.86%	30
2023 Q3	$957K	Sell	12,937 -4,342	-25%	-$343K	0.7%	32
2023 Q2	$1.37M	Sell	17,279 -5,488	-24%	-$368K	0.89%	31
2023 Q1	$1.37M	Buy	22,767 +13,330	+141%	+$769K	1.02%	24
2022 Q4	$471K	Buy	+9,437	New	+$434K	0.37%	57

Other funds holding TOL

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Northstar Advisory Group's TOL Position: Q2 2026 in Review

Northstar Advisory Group increased its Toll Brothers (TOL) stake by 0.28% in Q2 2026, buying an estimated $2.28K and bringing the position to 5,728 shares worth $944K. The position accounts for 0.29% of the portfolio, ranked #58.

Northstar Advisory Group first reported a position in TOL in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.81M in Q3 2025. 298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Northstar Advisory Group held 5,728 shares of Toll Brothers worth $944K as of Q2 2026.
Northstar Advisory Group bought 16 Toll Brothers shares in Q2 2026, an estimated $2.28K.
Toll Brothers made up 0.29% of Northstar Advisory Group's portfolio in Q2 2026, its #58 holding.
Northstar Advisory Group first reported a position in Toll Brothers in Q4 2022 and has held it in 12 quarters since.
Northstar Advisory Group's Toll Brothers position peaked at $4.81M in Q3 2025.
298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.