Pinnacle Associates’s Toll Brothers TOL Stock Holding History

Pinnacle Associates’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	$701K	Buy	5,204 +31	+0.6%	+$4.5K	0.01%	605
2026 Q2	$852K	Sell	5,173 -121	-2%	-$17.2K	0.01%	574
2026 Q1	$722K	Sell	5,294 -105	-2%	-$15.4K	0.01%	581
2025 Q4	$730K	Buy	5,399 +189	+4%	+$25.7K	0.01%	583
2025 Q3	$720K	Buy	5,210 +170	+3%	+$22.2K	0.01%	567
2025 Q2	$575K	Buy	+5,040	New	+$523K	0.01%	607
2019 Q2	–	Sell	-33,680	Closed	-$1.22M	–	733
2019 Q1	$1.22M	Buy	+33,680	New	+$1.21M	0.03%	373

Other funds holding TOL

Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Pinnacle Associates's TOL Position: Q3 2026 in Review

Pinnacle Associates increased its Toll Brothers (TOL) stake by 0.6% in Q3 2026, buying an estimated $4.5K and bringing the position to 5,204 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #605.

Pinnacle Associates first reported a position in TOL in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2019. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Pinnacle Associates held 5,204 shares of Toll Brothers worth $701K as of Q3 2026.
Pinnacle Associates bought 31 Toll Brothers shares in Q3 2026, an estimated $4.5K.
Toll Brothers made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #605 holding.
Pinnacle Associates first reported a position in Toll Brothers in Q1 2019 and has held it in 7 quarters since.
Pinnacle Associates's Toll Brothers position peaked at $1.22M in Q1 2019.
452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.