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Operose Advisors’s Toll Brothers TOL Stock Holding History

Operose 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
Q2 		$65.6K Hold
398
– – 0.01% 277
2026
Q1 		$54.3K Hold
398
– – 0.01% 274
2025
Q4 		$53.8K Hold
398
– – 0.01% 276
2025
Q3 		$55K Hold
398
– – 0.01% 243
2025
Q2 		$45.4K Hold
398
– – 0.01% 235
2025
Q1 		$42K Buy
+398
New +$47.8K 0.01% 223

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

Operose Advisors's TOL Position: Q2 2026 in Review

Operose Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 398 shares worth $65.6K. The position accounts for 0.01% of the portfolio, ranked #277.

Operose Advisors first reported a position in TOL in Q1 2025 and has held it in 6 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Operose Advisors held 398 shares of Toll Brothers worth $65.6K as of Q2 2026.
  • Operose Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #277 holding.
  • Operose Advisors first reported a position in Toll Brothers in Q1 2025 and has held it in 6 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.