OF
TOL icon

Optimize Financial’s Toll Brothers TOL Stock Holding History

Optimize Financial’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 		$712K Sell
4,324
-15
-0.3% -$2.13K 0.26% 59
2026
Q1 		$592K Buy
+4,339
New +$637K 0.29% 71

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

Optimize Financial's TOL Position: Q2 2026 in Review

Optimize Financial reduced its Toll Brothers (TOL) stake by 0.35% in Q2 2026, selling an estimated $2.13K and leaving 4,324 shares worth $712K. The position accounts for 0.26% of the portfolio, ranked #59.

Optimize Financial first reported a position in TOL in Q1 2026 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Optimize Financial held 4,324 shares of Toll Brothers worth $712K as of Q2 2026.
  • Optimize Financial sold 15 Toll Brothers shares in Q2 2026, an estimated $2.13K.
  • Toll Brothers made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #59 holding.
  • Optimize Financial first reported a position in Toll Brothers in Q1 2026 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.