Opinicus Capital
TOL icon

Opinicus Capital’s Toll Brothers TOL Stock Holding History

Opinicus Capital’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 		$2.32M Sell
17,199
-263
-2% -$38.2K 1.25% 23
2026
Q2 		$2.88M Sell
17,462
-161
-0.9% -$22.9K 1.54% 19
2026
Q1 		$2.4M Buy
17,623
+69
+0.4% +$10.1K 1.7% 16
2025
Q4 		$2.37M Buy
17,554
+47
+0.3% +$6.38K 1.65% 15
2025
Q3 		$2.42M Buy
17,507
+50
+0.3% +$6.53K 1.68% 14
2025
Q2 		$1.99M Buy
17,457
+1,461
+9% +$152K 1.51% 16
2025
Q1 		$1.69M Buy
15,996
+3,178
+25% +$382K 1.49% 18
2024
Q4 		$1.61M Sell
12,818
-536
-4% -$79.6K 1.36% 20
2024
Q3 		$2.06M Sell
13,354
-1,057
-7% -$143K 1.65% 16
2024
Q2 		$1.66M Buy
14,411
+279
+2% +$33.8K 1.4% 18
2024
Q1 		$1.83M Sell
14,132
-347
-2% -$37.8K 1.62% 15
2023
Q4 		$1.49M Buy
+14,479
New +$1.21M 1.52% 15

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

Opinicus Capital's TOL Position: Q3 2026 in Review

Opinicus Capital reduced its Toll Brothers (TOL) stake by 1.5% in Q3 2026, selling an estimated $38.2K and leaving 17,199 shares worth $2.32M. The position accounts for 1.25% of the portfolio, ranked #23.

Opinicus Capital first reported a position in TOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.88M in Q2 2026. 246 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Opinicus Capital held 17,199 shares of Toll Brothers worth $2.32M as of Q3 2026.
  • Opinicus Capital sold 263 Toll Brothers shares in Q3 2026, an estimated $38.2K.
  • Toll Brothers made up 1.25% of Opinicus Capital's portfolio in Q3 2026, its #23 holding.
  • Opinicus Capital first reported a position in Toll Brothers in Q4 2023 and has held it in 12 quarters since.
  • Opinicus Capital's Toll Brothers position peaked at $2.88M in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.