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Principia Wealth Advisory’s Toll Brothers TOL Stock Holding History

Principia Wealth Advisory’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% 1006
2026
Q1 		– Sell
-5
Closed -$676 – 1081
2025
Q4 		$676 Buy
+5
New +$679 ﹤0.01% 764
2025
Q2 		– Sell
-5
Closed -$478 – 1008
2025
Q1 		$478 Sell
5
-3
-38% -$360 ﹤0.01% 584
2024
Q4 		$1.01K Buy
+8
New +$1.19K ﹤0.01% 366

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

Principia Wealth Advisory's TOL Position: Q2 2026 in Review

Principia Wealth Advisory 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 #1006 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in TOL as recently as Q4 2025.

Principia Wealth Advisory first reported a position in TOL in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.01K in Q4 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Principia Wealth Advisory held 1 share of Toll Brothers worth $165 as of Q2 2026.
  • Toll Brothers was a new Principia Wealth Advisory position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1006 holding.
  • Principia Wealth Advisory first reported a position in Toll Brothers in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Toll Brothers position peaked at $1.01K in Q4 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.