Peterson Wealth Services
TOL icon

Peterson Wealth Services’s Toll Brothers TOL Stock Holding History

Peterson Wealth 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
Q3 		– Sell
-22
Closed -$3.62K – 248
2026
Q2 		$3.62K Buy
+22
New +$3.13K ﹤0.01% 213

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GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Peterson Wealth Services's TOL Position: Q3 2026 in Review

Peterson Wealth Services sold out of Toll Brothers (TOL) in Q3 2026, closing a stake of 22 shares — an estimated $3.62K sold.

Peterson Wealth Services first reported a position in TOL in Q2 2026 and held it in 1 quarter. The position peaked at $3.62K in Q2 2026. 640 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Peterson Wealth Services reported no remaining Toll Brothers position as of Q3 2026 after selling out during the quarter.
  • Peterson Wealth Services sold 22 Toll Brothers shares in Q3 2026, an estimated $3.62K.
  • Peterson Wealth Services first reported a position in Toll Brothers in Q2 2026 and held it in 1 quarter.
  • Peterson Wealth Services's Toll Brothers position peaked at $3.62K in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.