Portside Wealth Group
TOL icon

Portside Wealth Group’s Toll Brothers TOL Stock Holding History

Portside Wealth Group’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 		$265K Sell
1,970
-237
-11% -$34.4K 0.03% 448
2026
Q2 		$364K Buy
2,207
+621
+39% +$88.3K 0.04% 361
2026
Q1 		$216K Buy
+1,586
New +$233K 0.03% 437

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Portside Wealth Group's TOL Position: Q3 2026 in Review

Portside Wealth Group reduced its Toll Brothers (TOL) stake by 11% in Q3 2026, selling an estimated $34.4K and leaving 1,970 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #448.

Portside Wealth Group first reported a position in TOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $364K in Q2 2026. 152 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Portside Wealth Group held 1,970 shares of Toll Brothers worth $265K as of Q3 2026.
  • Portside Wealth Group sold 237 Toll Brothers shares in Q3 2026, an estimated $34.4K.
  • Toll Brothers made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #448 holding.
  • Portside Wealth Group first reported a position in Toll Brothers in Q1 2026 and has held it in 3 quarters since.
  • Portside Wealth Group's Toll Brothers position peaked at $364K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.