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Pinnacle Wealth Planning Services’s Toll Brothers TOL Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$6.1K Buy
37
+1
+3% +$142 ﹤0.01% 2246
2026
Q1 		$4.91K Buy
36
+4
+13% +$587 ﹤0.01% 2268
2025
Q4 		$4.33K Buy
+32
New +$4.34K ﹤0.01% 2319
2021
Q1 		– Sell
-2,594
Closed -$113K – 1796
2020
Q4 		$113K Buy
+2,594
New +$120K 0.03% 423

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

Pinnacle Wealth Planning Services's TOL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Toll Brothers (TOL) stake by 2.8% in Q2 2026, buying an estimated $142 and bringing the position to 37 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Pinnacle Wealth Planning Services first reported a position in TOL in Q4 2020 and has held it in 4 quarters since. The position peaked at $113K in Q4 2020. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 37 shares of Toll Brothers worth $6.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1 Toll Brothers share in Q2 2026, an estimated $142.
  • Toll Brothers made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2246 holding.
  • Pinnacle Wealth Planning Services first reported a position in Toll Brothers in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Toll Brothers position peaked at $113K in Q4 2020.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.