OFS
TOL icon

OMC Financial Services’s Toll Brothers TOL Stock Holding History

OMC Financial Services’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 		$3.11M Sell
18,878
-40
-0.2% -$5.69K 1.03% 28
2026
Q1 		$2.58M Hold
18,918
– – 1% 27
2025
Q4 		$2.56M Buy
18,918
+1,288
+7% +$175K 0.95% 26
2025
Q3 		$2.44M Hold
17,630
– – 0.9% 29
2025
Q2 		$2.01M Sell
17,630
-752
-4% -$78K 0.82% 31
2025
Q1 		$1.94M Sell
18,382
-119
-0.6% -$14.3K 0.87% 29
2024
Q4 		$2.33M Buy
+18,501
New +$2.75M 0.99% 21

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

OMC Financial Services's TOL Position: Q2 2026 in Review

OMC Financial Services reduced its Toll Brothers (TOL) stake by 0.21% in Q2 2026, selling an estimated $5.69K and leaving 18,878 shares worth $3.11M. The position accounts for 1.03% of the portfolio, ranked #28.

OMC Financial Services first reported a position in TOL in Q4 2024 and has held it in 7 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • OMC Financial Services held 18,878 shares of Toll Brothers worth $3.11M as of Q2 2026.
  • OMC Financial Services sold 40 Toll Brothers shares in Q2 2026, an estimated $5.69K.
  • Toll Brothers made up 1.03% of OMC Financial Services's portfolio in Q2 2026, its #28 holding.
  • OMC Financial Services first reported a position in Toll Brothers in Q4 2024 and has held it in 7 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.