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Physician Wealth Advisors’s Toll Brothers TOL Stock Holding History

Physician Wealth 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 		$19.4K Sell
118
-12
-9% -$1.71K ﹤0.01% 674
2026
Q1 		$17.7K Buy
130
+15
+13% +$2.2K ﹤0.01% 655
2025
Q4 		$15.6K Sell
115
-4
-3% -$543 ﹤0.01% 648
2025
Q3 		$16.4K Buy
119
+10
+9% +$1.3K ﹤0.01% 628
2025
Q2 		$12.4K Hold
109
– – ﹤0.01% 611
2025
Q1 		$11.5K Hold
109
– – ﹤0.01% 595
2024
Q4 		$13.7K Buy
+109
New +$16.2K ﹤0.01% 581

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
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

Physician Wealth Advisors's TOL Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Toll Brothers (TOL) stake by 9.2% in Q2 2026, selling an estimated $1.71K and leaving 118 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Physician Wealth Advisors first reported a position in TOL in Q4 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Physician Wealth Advisors held 118 shares of Toll Brothers worth $19.4K as of Q2 2026.
  • Physician Wealth Advisors sold 12 Toll Brothers shares in Q2 2026, an estimated $1.71K.
  • Toll Brothers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #674 holding.
  • Physician Wealth Advisors first reported a position in Toll Brothers in Q4 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.