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Plante Moran Financial Advisors’s Toll Brothers TOL Stock Holding History

Plante Moran Financial 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 		$165 Buy
+1
New +$142 ﹤0.01% 1492
2021
Q4 		– Sell
-150
Closed -$8K – 1102
2021
Q3 		$8K Hold
150
– – ﹤0.01% 731
2021
Q2 		$9K Buy
150
+118
+369% +$7.19K ﹤0.01% 698
2021
Q1 		$2K Sell
32
-418
-93% -$21.9K ﹤0.01% 930
2020
Q4 		$20K Buy
+450
New +$20.9K 0.01% 535
2017
Q4 		– Sell
-213
Closed -$9K – 915
2017
Q3 		$9K Sell
213
-46
-18% -$1.81K 0.01% 562
2017
Q2 		$10K Hold
259
– – 0.01% 561
2017
Q1 		$9K Buy
+259
New +$8.64K 0.01% 601
2013
Q3 		– Sell
-525
Closed -$17K – 667
2013
Q2 		$17K Buy
+525
New +$17.7K 0.01% 268

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's TOL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Toll Brothers (TOL) in Q2 2026: 1 share worth $165. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in TOL as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in TOL in Q2 2013 and has held it in 9 quarters since. The position peaked at $20K in Q4 2020. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Plante Moran Financial Advisors held 1 share of Toll Brothers worth $165 as of Q2 2026.
  • Toll Brothers was a new Plante Moran Financial Advisors position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1492 holding.
  • Plante Moran Financial Advisors first reported a position in Toll Brothers in Q2 2013 and has held it in 9 quarters since.
  • Plante Moran Financial Advisors's Toll Brothers position peaked at $20K in Q4 2020.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.