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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Planned Solutions's TOL Position: Q2 2026 in Review

Planned Solutions opened a new position in Toll Brothers (TOL) in Q2 2026: 1,444 shares worth $238K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings. This is a return to the name: Planned Solutions previously reported a position in TOL as recently as Q3 2024.

Planned Solutions first reported a position in TOL in Q4 2023 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Planned Solutions held 1,444 shares of Toll Brothers worth $238K as of Q2 2026.
  • Toll Brothers was a new Planned Solutions position in Q2 2026.
  • Toll Brothers made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #136 holding.
  • Planned Solutions first reported a position in Toll Brothers in Q4 2023 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.