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Planned Solutions’s Toll Brothers TOL Stock Holding History

Planned Solutions’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
-1,444
Closed -$238K – 162
2026
Q2 		$238K Buy
+1,444
New +$205K 0.07% 136
2024
Q4 		– Sell
-1,444
Closed -$223K – 580
2024
Q3 		$223K Buy
+1,444
New +$196K 0.09% 104
2024
Q1 		– Sell
-1,404
Closed -$144K – 501
2023
Q4 		$144K Buy
+1,404
New +$117K 0.07% 124

Other funds holding TOL

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
TRIA
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
OFS
OMC Financial Services Dewitt, New York $175M AUM 44.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

Planned Solutions's TOL Position: Q3 2026 in Review

Planned Solutions sold out of Toll Brothers (TOL) in Q3 2026, closing a stake of 1,444 shares — an estimated $238K sold.

Planned Solutions first reported a position in TOL in Q4 2023 and held it in 3 quarters. The position peaked at $238K in Q2 2026. 83 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Planned Solutions reported no remaining Toll Brothers position as of Q3 2026 after selling out during the quarter.
  • Planned Solutions sold 1,444 Toll Brothers shares in Q3 2026, an estimated $238K.
  • Planned Solutions first reported a position in Toll Brothers in Q4 2023 and held it in 3 quarters.
  • Planned Solutions's Toll Brothers position peaked at $238K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.