Omnia Family Wealth’s Toll Brothers TOL Stock Holding History

Omnia Family Wealth’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	$348K	Hold	2,114	–	–	0.09%	67
2026 Q1	$288K	Hold	2,114	–	–	0.09%	65
2025 Q4	$286K	Hold	2,114	–	–	0.08%	77
2025 Q3	$292K	Hold	2,114	–	–	0.09%	77
2025 Q2	$241K	Hold	2,114	–	–	0.09%	82
2025 Q1	$223K	Sell	2,114 -58	-3%	-$6.96K	0.09%	81
2024 Q4	$274K	Sell	2,172 -8	-0.4%	-$1.19K	0.11%	64
2024 Q3	$337K	Buy	2,180 +66	+3%	+$8.95K	0.14%	55
2024 Q2	$243K	Hold	2,114	–	–	0.1%	69
2024 Q1	$273K	Hold	2,114	–	–	0.13%	59
2023 Q4	$217K	Sell	2,114 -3,849	-65%	-$321K	0.11%	60
2023 Q3	$441K	Hold	5,963	–	–	0.27%	40
2023 Q2	$471K	Hold	5,963	–	–	0.32%	39
2023 Q1	$358K	Hold	5,963	–	–	0.28%	43
2022 Q4	$298K	Hold	5,963	–	–	0.24%	52
2022 Q3	$250K	Hold	5,963	–	–	0.21%	49
2022 Q2	$266K	Hold	5,963	–	–	0.2%	52
2022 Q1	$280K	Hold	5,963	–	–	0.19%	55
2021 Q4	$432K	Hold	5,963	–	–	0.26%	50
2021 Q3	$330K	Hold	5,963	–	–	0.23%	55
2021 Q2	$345K	Hold	5,963	–	–	0.22%	51
2021 Q1	$338K	Hold	5,963	–	–	0.25%	53
2020 Q4	$259K	Hold	5,963	–	–	0.24%	60
2020 Q3	$290K	Buy	+5,963	New	+$241K	0.28%	52
2020 Q1	–	Sell	-5,849	Closed	-$231K	–	91
2019 Q4	$231K	Hold	5,849	–	–	0.11%	84
2019 Q3	$240K	Hold	5,849	–	–	0.18%	75
2019 Q2	$214K	Hold	5,849	–	–	0.11%	89
2019 Q1	$212K	Hold	5,849	–	–	0.1%	84
2018 Q4	$193K	Hold	5,849	–	–	0.1%	89
2018 Q3	$193K	Sell	5,849 -151	-3%	-$5.46K	0.09%	89
2018 Q2	$222K	Hold	6,000	–	–	0.1%	83
2018 Q1	$260K	Hold	6,000	–	–	0.12%	74
2017 Q4	$288K	Sell	6,000 -65	-1%	-$2.99K	0.13%	66
2017 Q3	$252K	Hold	6,065	–	–	0.12%	75
2017 Q2	$240K	Hold	6,065	–	–	0.11%	77
2017 Q1	$219K	Hold	6,065	–	–	0.11%	83
2016 Q4	$188K	Buy	+6,065	New	+$180K	0.09%	90

Other funds holding TOL

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

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

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

GIA

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Omnia Family Wealth's TOL Position: Q2 2026 in Review

Omnia Family Wealth held its Toll Brothers (TOL) position steady in Q2 2026 at 2,114 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #67.

Omnia Family Wealth first reported a position in TOL in Q4 2016 and has held it in 37 quarters since. The position peaked at $471K in Q2 2023. 260 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Omnia Family Wealth held 2,114 shares of Toll Brothers worth $348K as of Q2 2026.
Omnia Family Wealth left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up 0.09% of Omnia Family Wealth's portfolio in Q2 2026, its #67 holding.
Omnia Family Wealth first reported a position in Toll Brothers in Q4 2016 and has held it in 37 quarters since.
Omnia Family Wealth's Toll Brothers position peaked at $471K in Q2 2023.
260 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.